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Client Portal

NEW SECURE CLIENT PORTAL FOR 2026

We recently acquired new accounting management software from FIRM360 enabling us to build even better client relationships. Our new software provides a secure client portal designed to provide a secure place to exchange documents and sensitive information while offering robust protection for your financial data. Our new firm software undergoes an extensive third-party security audit annually to certify our SOC 2 Type II compliance, ensuring the highest level of security available.

To access our client portal visit: https://mentorcpa.client.myfirm360.com

Below is a video link with a brief overview of the client portal. 

https://www.loom.com/share/3749817be07b4292bd889b3e6bb8ae79?sid=0b64bfcf-35ea-4aa0-8c0d-a0c1d3e5b3bc