Your documents, your accounts, your plan.
CLIENT PORTALEach lives on its own secure platform. Pick the one that matches what you need to do today — and if you’re not sure, the guide below will point you to the right door.
Secure third-party access
TAX DOCUMENTS & COMMUNICATION
TaxDome
Tax preparation client portalEverything between you and our office during tax preparation happens here — securely.
- Upload tax documents
- Complete organizers and questionnaires
- Exchange secure messages with our team
- Review invoices and engagement items
Opens a secure external website
INVESTMENT ACCOUNTS
LPL Account View
LPL Financial client accessDirect access to the investment accounts you hold through LPL Financial.
- View balances and holdings
- Review recent account activity
- Download statements and confirmations
- Access available investment tax forms
Opens a secure external website
FINANCIAL PLANNING
eMoney
Financial planning client portalYour full financial picture in one place — the view we plan from together.
- See all your accounts, aggregated
- Connect outside financial
- accountsReview your plan and planning documents
- Track progress toward your goals
Opens a secure external website
Match the door to the errand
NOT SURE WHERE TO GO?Each platform serves a different purpose — you may use one, two, or all three depending on the services you receive from our firm.
Sending us tax documents?
Looking for an investment statement or tax form?
Reviewing your complete financial picture or plan?
Still unsure? Call us at (760) 618-1099 and Lynn will point you in the right direction.
A note about online security
These links take you to secure websites operated by the respective service providers. San Diego Tax & Financial Associates will never ask you to send passwords, account numbers, or Social Security numbers by email or text.
We recommend bookmarking these login pages and always confirming the web address before entering your credentials. If anything ever looks off — an unexpected email, an unfamiliar link — call our office before you click.