Portal Access Request

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I would like to request my portal login information.

Please note, our client portal provider will be performing a technical upgrade on our portal system beginning on Wednesday, November 18, 2020. During the process, the files currently published in your client portal(s) will not be accessible by via your portal login.

Our team is happy to provide any documents or other files that you may need during this time. Simply contact your primary partner or staff member contact or submit a request for your files below.

Once the switchover is complete, you will be notified via email and prompted to set your portal password. We appreciate your patience during this process and apologize for any inconvenience it may cause.

If you have any questions or need anything else please contact Vanessa Aguilar at vaguilar@lb-cpa.com.

Below are account and access details.

Phone Number
The partner handling my account is:
My account number is:
The individual/entity I would like portal access to is:
Below is a list of the documents I would like access to.

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