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Client Access

Secure document access for Tomlin Group clients.

Existing clients exchange documents, completed returns, permanent records, and electronic signatures through our secure vault.

Existing clients

Sign in to your secure document vault to view completed tax returns, financial statements, and permanent records, upload requested documents, and complete electronic signatures.

Sign in to your vault

Vault credentials are issued by our office. If you have not received an invitation, or you're having trouble signing in, contact us.

Please never send tax returns, Social Security numbers, or other sensitive documents by email. Use the secure vault for protected document exchange.