Client Login

Welcome to the LBMC Client Login page, where you can access our secure digital platforms. Please contact your engagement team for access.

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Electronic Tax Organizers for Individuals

This website can be used to fill out an electronic organizer for an individual income tax return in lieu of a paper organizer.  A username and password will be provided upon request. 

Tax Notebook
Citrix Online Remote Support

(Our Live remote-assistance tool which allows a member of our support team to provide you with quick solutions to your technical problems.)

Wealth Access

(Single Login for Complete Balance Sheet Reporting. If you do not have an account, please contact Cindy Harper for information)