Client Online Access Portal
Citrix ShareFile Portal
For all SC&H tax and audit clients, please access your account information by logging in here.
LOGINSafeSend Returns
For all SC&H tax clients, please view our SafeSend Returns step-by-step instructional guide for more information.
SC&H Wealth
SC&H Wealth provides wealth management and tax planning & preparation services using a goal-oriented, time-specified plan to help our clients achieve their financial goals. If you are an SC&H Wealth client, please access your account information below.
Personal Finance Dashboard
Login to view your financial roadmap, store important documents on the vault, and manage your budget and spending at a glance.
Performance Reporting
Login to access your quarterly reports.
Fidelity Investments
Login to view your account positions and history, view your monthly statements, and retrieve important tax documents.