Client Area

Welcome to YOUR area of our website! This section of our site allows you to dig a little deeper to find the whole story.   Here are some of the highlights you can explore:

• Contact Us – Get answers to your questions by submitting an automated contact form.   We will make sure a professional gets back to you quickly.  
• Client Portal – Exchange data with us via LeapFILE's Secure File Transfer
• Financial Tools – Use our tax planning guide and calculators to give you some direction.   From Auto decisions, mortgage information, investment utilities, and personal finance tools, this page will equip you with quick technology widgets to help answer your finance questions.
• Information Center – visit this section of our site to access a tax events calendar, the IRS forms library, or the IRS Tax Publications Library.
• Purchase QuickBooks – Beall Barclay is proud to be a QuickBooks Affiliate.   From this area you may access QuickBooks’ products website directly from Beall Barclay’s site
• Tax Notebook – Use our Tax Notebook's online tax organizer to facilitate the secure transfer of your data with Beall Barclay via the Internet.
• Daily Newsletter – Stay informed about the latest accounting news from our national sources.
• Client Testimonials – Hear from our clients about why Beall Barclay is different. They’ve shared the personal stories with us, and with you!

View our latest media release hosted at YouTube.com

We hope you’ll find the resources we’ve provided to be helpful and user-friendly.   We welcome your comments and feedback.