As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)
To start using the client portal please log in above or register here.
To send a file without creating an account use the SecureSend page.
Young Wealth Management is based in Davis, California. We work with clients in the greater Sacramento area and throughout California to provide comprehensive financial planning and tax-related services.
We offer an initial consultation at no charge to determine how we can best serve you. If you would like more information, please call our office or fill out this form and let us know how we can assist you.
Thank you for contacting our firm. We look forward to working with you!