Secure Client Portal

Summit Strategies provides all of our clients with encrypted, private, secure access to client specific information that is accessible 24 hours a day from most browsers and devices. It is easy to upload your confidential data securely and quickly as well as retrieve electronic documents that we have prepared for you. If you are not currently a portal member, please talk to your accountant about getting set up. 

Please click on the link below  to

Login to your Secured Client Portal

Summit Strategies Secured Client Portal Login LINK