Empowering Your Financial Journey
With over 20 years of experience, our CPA-led services cater to clients across Southwest NM and the United States, offering tax and accounting solutions for small businesses. As a trusted partner on your financial journey, we prioritize building lasting relationships with each client, ensuring that your success is our ultimate goal. Join us at Mike Morones & Associates, where you’re not just a number, but a valued participant in achieving financial prosperity.
Client Portal
We offer a secure client portal for you to access your financial documents anytime, anywhere. Whether you’re at work, home, or taking a vacation, you can easily retrieve your tax returns, financial work papers, and more. Our portal streamlines collaboration by securely exchanging documents like receipts and QuickBooks files, ensuring efficient teamwork toward your financial goals.
How Do I Use the Client Portal?
Create an Account
Follow the link below to create an account and get started!
Logging In As A Current Customer
Current customers, please follow the link below to log into your account:
How-To Video
Check out the video below to see the Portal and SecureSend in action!
Security Measures
Our client portal offers the highest level of security in the market, ensuring that your data is protected in extremely secure environments. We employ 14 full layers of security measures, providing you with peace of mind when storing and accessing your important financial documents.
- SAS 70SSAE 16 Certified Datacenter
- Encrypted File Storage
- High-Level Filename Obfuscation
- Forced SSL Transfer
- SQL Injection Protection
- Brute Force Login Protection
- Strong Password Policies
- State-of-the-Art Firewall
- Real-Time Virus Scanner
- Encrypted Cross-Server Backups
- FireSlayer – Denial of Service Attack Protection
- TippingPoint – Intrusion Prevention System
- Detailed Audit Trails and Reporting
- Operating System Hardening and Patch Management