Client Portals
Secure access, any hour you need it.
Documents, signatures, payroll, portfolios, and payments — each service runs on its own secure portal. Your engagement team sends your personal login link when your service begins.
The portal directory.
Secure access
TAXTax & Accounting PortalTaxDome — upload documents, e-sign returns, message your team, and pick up the reporting your engagement covers. Bank-grade encryption end to end.LOG IN →
PAYROLLPayroll PortalPay stubs, W-2s, and PTO for your team; runs and reports for you — on Gusto, SurePayroll, ADP RUN, or Paychex Flex.CHOOSE PLATFORM →
WEALTHInvestment AccountsCharles Schwab — portfolio, performance, statements, and tax documents, updated daily.LOG IN →
PLANFinancial PlaneMoney — your full financial plan, net worth dashboard, and planning documents.LOG IN →
NOT SURE WHICH PORTAL IS YOURS? CALL +1 (866) 793-5272 OR EMAIL HELLO@XELADVISORS.COM — WE'LL POINT YOU RIGHT.
The platforms behind the portals.
Industry-standard vendors
YOUR DOCUMENTS AND ACCOUNTS LIVE ON THESE PLATFORMS — ENCRYPTED, AUDITED, AND ACCESS-CONTROLLED.
Gusto
SurePayroll
ADP RUN