Friedman & Perry, CPA's Online Client Accounts

If you are a current client and would like to set up an online account, please send an email to Becky at becky@friedmanperrycpas.com. After setting up your account, she will notify you via email of your log-in information. We encourage you to change your password immediately. However, please be advised that we do not have a password retrieval system. If you forget your password, notify Becky and she will set up a new account on your behalf.

Advantages of online accounts include:

  • Immediate posting of your completed tax returns, which means knowing your results sooner,
  • A secure file transfer system where you can send/receive documents, and
  • Access to electronic copies of your tax returns whenever you need them. Please send Becky an email if you would like additional years' tax returns posted.

All of your account information is secured using 256-bit SSL encryption. Sending files via email offers no encryption protection. All files posted by Friedman & Perry, CPA's that contain sensitive information such as social security numbers are password protected for an added layer of security. The password will always be your 5-digit Friedman & Perry, CPA's client number (preceded by a zero if your client number is less than 5 digits). Your client number can be located on any of our past firm bills or you can also call our office.

If you have any questions regarding an online client account, please contact Becky at (510) 794-7555 or becky@friedmanperrycpas.com.

Login Name:

Password:

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