Secure Client Portal
Adap Tax Financial has to a new secure client portal as of late 2020 which you can access using the link below. We are deploying the new client portal in small groups over a period of a few weeks, so if you do not yet have an account on our new client portal, please contact us and we will enable it for you. If you are a new or perspective client and want to share sensitive documents with us, please contact us at 925-218-2301.