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Client Portals

File Exchange Login

As a valued client you get a secure, password protected portal to store and access your important electronic files from anywhere at anytime.

Whether you're at work, home, or on vacation you always have access to your excel files, word documents, PDF files, or accounting database.

To start using the client file exchange/storage service please log in above or register here.

Additionally, if you are one of our clients utilizing our paperless document management/workflow system that comes with the CompleteCFO Package please login here.

Need to process a payroll online? Please go to Reliance Payroll, an affiliate of CB Smith & Associates.

Want to use our hosted QuickBooks solution? Fill out our Contact Us form (on right sidebar) and we'll be in touch!

Contact Us

Ask a Question

Find comfort in knowing an expert in accounting is only an email or phone-call away. (678) 205-5278

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you. Contact Us

Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. Secure Send

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