Client Hub

Each practice has its own secure portal. Choose yours to sign in, upload documents, pay an invoice, or send a message.

Which practice do you work with?

New to KMM and not sure which practice? Find your practice in three questions, or pick any one; that practice will pass you along if another is a better fit.

Existing clients: your secure portal

Log inYour documents, e-signatures, invoices, and messages. Upload documentsSend tax documents securely. Never by email or web form. Pay an invoiceView and pay invoices from your practice. Message your teamSecure messages with the people handling your work.

New clients: getting started

Schedule a consultationAn introductory conversation. Become a clientSet up your portal account and send your first-year documents. Send a questionNo account needed. Reaches the practice directly.

Resources

Tax calendarFederal deadlines, adjusted for weekends and holidays. Year-end checklistWhat to review before December 31. InsightsShort articles from each practice.

How the portals work

Why there are three portals

Each practice is its own company with its own secure system, so your documents stay with the team that does your work. If you work with more than one practice, you will have a login for each, and the practices coordinate on our side.

I have a question but no account yet

Use Send a question above or message a department. It reaches the practice directly, and they reply by email with an invitation to the portal if you decide to work together.

I forgot which practice I use

Klein Muskat handles personal returns, trusts, and estates. Klein Mirsky handles bookkeeping, payroll, and business tax. Klein Real Estate handles property owners and investors. Your engagement letter and invoices carry the practice name.