Client Portals

Scroll to access the portal relevant to your current needs.


Moss Adams ShareFile Client Portal

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.


Investment Advisory Client Portal

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


Payment Portal

Pay your Moss Adams invoice online via electronic check. When you click the button below, you’ll be redirected to the Moss Adams Client Payment Portal on the JPMorgan Chase website.

Your User ID is your six-digit account number, and your initial password is the five-digit zip code we have on file for your account followed by four zeros. For example, if your zip code is 98104, your password is 981040000.



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.