Client Portals

Share files and information securely between you and Moss Adams. This tool encrypts data during transfer and while at rest. If you’re set up to use this with your engagement team, please select this option. If you’re still using the Moss Adams ShareFile Client Portal, please scroll to access it.

Moss Adams Client Portal is a tool that may be used to facilitate the transmission of sensitive data files between you and Moss Adams. This tool encrypts data during transfer and while at rest within the Moss Adams Client Portal. Because of this, security is vastly improved over that of general internet transmissions such as email.

NOTE: As of June 25, 2024, Moss Adams has moved to a new payment portal provider, Billtrust.

Pay your Moss Adams invoice online via credit card, debit card, or bank account.

Click the button below to be redirected to the Moss Adams Payment Portal, powered by Billtrust.

New users will need to register to create a payment portal account. Select Sign Up Now on the payment portal log in screen. You will need your account number and recent invoice to complete your registration. A confirmation email will be sent with your activation link.

Once enrolled, click Sign in to be redirected to the Moss Adams Client Payment Portal and enter your username and password.

If you have questions or need assistance, please contact us via the Portal Submission Form.

Our web portal offers a convenient, safe, and effective account access and is also accessible on-the-go through our iPad app.

Moss Adams FastForm is an online tool we’ve created that enables tax-exempt organizations to gather information for their Form 990 quickly and easily.