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Client Portal

Document Portals

Our valued clients are provided a secure site to transfer, store, and access documents. These portals provide secure content collaboration and file sharing.


Tax and accounting services clients are provided with a ShareFile link to access their portal folder. Click here to access your secure, password-protected portal on ShareFile.


Assurance clients utilize Suralink to electronically transfer documents. Click here to login to Suralink.

Accounting Services 1099 Client Guide

Please click here for instructions and tutorials on filing 1099s for our accounting services clients.

Online Bill Payment

Calvetti Ferguson offers two easy online payment options — credit card and electronic funds transfer. Click the button below to access a secure, third-party payment site administered by CPACharge. If you have questions about your bill, please contact your Calvetti Ferguson Partner or

SafeSend Tax Returns

This year, Calvetti Ferguson will deliver tax returns electronically for those who qualify* using SafeSend Returns—an intuitive application with a step-by-step, automated filing experience. You’ll be able to review your return, sign, and submit–all from your computer or mobile device. And, did we mention it’s fast, completely secure and easy to use?

SafeSend Returns is a revolutionary tax return delivery process. It provides a customer-friendly interface that walks you through your tax return, while incorporating IRS compliant e-signatures on e-file authorization forms and a payment voucher reminder system.

Take a look at these videos to learn more about this service:

Taxpayer (1040)

Taxpayer (Entity)