Client Portal

Client Portal

As of January 2021, Lumsden McCormick is pleased to announce the introduction of a new tax document organizer software, TaxCaddy. 

Please contact Sandy Fantauzzo at sfantauzzo@LumsdenCPA.com if you did not receive an email invitation to join from NoReply@TaxCaddy.com.


Portal is a web-based application used for secure file transfers and continued access between Lumsden McCormick and our clients. 

Your Portal User ID and login information will be provided via email. All documents made available for continued access such as a tax return or financial statement will remain on your portal for a stated period of time in accordance with Lumsden McCormick record retention and portal use policies. To send confidential documentation to Lumsden & McCormick Financial Services, LLC please send all correspondence directly to your financial advisor. 

For more information, please refer to our User Guide for Client Portal.

Portal End User License Agreement 

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