Client Portals

New Moss Adams Client Portal

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 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.

Payment Portal

Coming soon: Moss Adams is moving to a new payment portal provider, Billtrust, on June 25, 2024. Payments that are scheduled to occur on or after June 25 will be cancelled in Payconnexion. Clients will need to register with Billtrust to create a new account, add payment methods, and schedule payments.

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

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.


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.

Portal Questions? Contact Us.

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