Client Portal Login

Client portals provide a secure and easy way for you to access tax and financial documents, upload information and obtain reports at your convenience, 24/7 and from any location with internet access.

If you already have a Cohen Greve & Company portal account, click here for our Account Login Page. If you have a Favorite or Bookmark set to the old URL ( please change it to Please note that you are leaving our website and entering an online storage secure site.

If you do not have a Cohen Greve & Company portal account, please call our office at 516-877-1900 and one of our administrative staff members will be glad to help create an account for you and guide you through the use of the system.