Client Online Access Portal

Citrix ShareFile Portal

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


SafeSend Returns

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

View Instructions

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.


Make Your Future Vision a Reality with SC&H