Need portal access?
Use the secure portal invitation previously provided by WMA. If you need a new invitation or cannot access your account, contact us via email at info@wmaccountancy.com or call 214-971-1901.
Existing clients
Secure Client Portal
Client records and sensitive documents should only be shared through WMA’s authorized secure portal.
Client access
Access your client portal.
Existing clients can securely login to the client portal to upload requested documents, download files shared by WMA, respond to information requests, and review available engagement or billing documents.
Portal access is available only to authorized clients and contacts. If you have not received an invitation or need assistance accessing your account, please contact WMA.
Protect sensitive information
Do not send tax documents, Social Security numbers, bank credentials, passwords, or other sensitive information through the public contact form or ordinary email.
Not sure where to start?
You do not need to select the service yourself. WMA can review your needs and recommend the appropriate next step.