Resources

Client Portal
Log in to use our online tax organizer, document manager and more!
 
SecureSend
Quickly send us a secure message with an attachment
Financial Calculators
Please try our wide variety of interactive financial calculators.
 
News and Weather
Take a look at the weather forecast as well as the latest breaking news stories.
 
QuickBooks Tips
Please take a look at these shortcuts and "tricks of the trade" designed to save you time and make your QuickBooks experience even more productive.
Calculators
Try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.
 
Secure File Exchange
Log in to use our Secure File Exchange system to securely transfer your sensitive data!
 
Seminars
A list of upcoming seminars.
Plum & Co Blog
Read our company blog for interesting posts about our activities and thoughts on the latest financial news.
   


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