Client Online Access Portal

Citrix ShareFile Portal

For all SC&H tax and audit clients, please access your account information by logging in here.

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SafeSend Returns

For all SC&H tax clients, please view our SafeSend Returns step-by-step instructional guide for more information.

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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.

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Performance Reporting

Login to access your quarterly reports.

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Fidelity Investments

Login to view your account positions and history, view your monthly statements, and retrieve important tax documents.

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Make Your Future Vision a Reality with SC&H