Client Corner

Client Tax Portal

 Portal for communication between Davie Kaplan and the client. You can publish documents to us and download your final tax returns.

Please do not upload any financial services documents to this portal.

Tax Organizer

An electronic tax organizer, My1040Data, which is now our desired method for you to transmit both your electronic organizer and your tax source documents in one file to us.  

We ask you to strongly consider using this option as it may provide efficiencies and security to both you and us. 

Wealth Care

If you are a Wealth Care client, use our portal to monitor your accounts, review up-to-date investment plans, and safely store documents.

Please do not upload any tax documents to this portal.