Find the SDO CPA Resources Here:
Client Portal for Current SDO CPA Clients
The client portal allows existing clients to download their tax returns, chat with our CPAs and accountants, upload files, make payments, and more. It speeds up your tax returns and accounting. If you're a current client but need to be added to the portal and want to be, contact us, and we'll get you set up.
Upload Files Securely
You can upload your files directly here securely. Just click the button, and you'll be able to securely upload statements, QuickBooks files, receipts, and more in just a few minutes.
Make a Payment
This is the best option if you'd like to pay in our secure online payment system without logging into your portal. You can also make a payment in the Client Portal or pay the invoice you received from us via email.
The Netlink login is for inputting payroll information securely.
Mobile App for Client Portal
Use our free mobile app to chat with our team and scan documents and receipts. When opening the mobile application, please enter SDO as your firm domain and use your email and password to log in.