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Client Portal

Client Portal

Our valued clients are provided a secure, password-protected portal to transfer, store and access financial documents from anywhere at any time. This portal provides secure content collaboration, file sharing, and sync solutions that supports all your document-centric tasks and workflow needs. Please see our client privacy policy.

Document Portal

Access your secure, password-protected portal enabled by ShareFile.

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Scott Goffstein & Associates Document Portal

AAFCPAs welcomes SAGA clients merging in to our firm! You may still access your portal, enabled by LeapFILE, without disruption.

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New to the AAFCPAs Document Portal?

Contact your AAFCPAs representative to get your secure portal folder established and your account created.

Make a Payment

Pay by check: In order to ensure the highest level of service to all clients, we are kindly asking that you please send all check payments to our lockbox service with People’s United Bank located at: AAFCPAs, Inc, PO Box 375, Bratteleboro, VT 05302

AAFCPAs has three quick, easy, and secure online payment options available for your convenience. Click the Make Payment button below to access a secure, third party site administered by quickfee where you may enter your information and choose one of the below options.


Electronic Funds Transfer

ACH transfer funds directly from your bank with no additional fees.

Credit Card

Payment Plan

An easy, no-hassle way for you to spread the cost of your invoice(s) over 3 or 6 monthly payments.

Make Payment


A 3 or 6 month payment plan provides the following benefits:

  • Keep working capital in your business
  • Smooth your cash flow
  • Access an additional line of credit without any formal application
  • Monthly installments paid by direct debit
  • If you would like to pay off early, any remaining interest is rebated; there are no early payoff or termination fees

If you would like to learn more about AAFCPAs’ payment plan, or have questions about your bill, please contact your AAFCPAs Partner or