Woodgate and Associates
Secure Portal

Welcome to the
Woodgate & Associates Client Portal

Woodgate & Associates is excited to introduce the new client portal. This portal is an online management system which allows you to easily and safely send, receive and store all of your accounting and tax information online.

What does this mean for you?

The client portal allows you to review and approve your accounting and tax information with the click of a button.

Why are we doing this?

It’s a safer and more efficient way to handle your accounting and tax. It simplifies the process for you and allows us to better serve your individual needs.

What do you need to do?

Download the instructions below to:

  1. Sign up
  2. Log in
  3. Review/approve documents
  4. Upload documents.