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Client Portal

Tax and Assurance Clients

Whittlesey utilizes ShareFile and GoFileRoom as tools for sharing information with clients and business partners. These secure portals provide an easy way to exchange confidential information or other large files without using email. If you would like to set up access to our client portal, or have other questions or difficulty logging in, please contact us at 860.522.3111.

Technology Clients

Log in to manage your tickets via our help desk.

Access your Whittlesey Assurance account.

Tax

Access your Whittlesey Tax account.

Access your Whittlesey Technology account.