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Client portal

Everything in one secure place.

Securely share documents, sign forms, message your advisor, and track your returns — all from your CNE portal, powered by TaxDome.

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What you can do

Your financial life, organized.

Share documents securely

Upload statements, receipts, and forms through an encrypted connection — no more email attachments.

Sign forms electronically

Review and e-sign engagement letters and returns in minutes, from any device.

Message your advisor

Keep every question and answer in one organized thread — never lost in your inbox.

Pay invoices & track progress

View invoices, pay online, and follow your returns and projects from start to finish.

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