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Welcome to the RBF Client Portal

At Ross Buehler Falk & Company, we are committed to making your experience simple, secure, and seamless. Our new Client Portal is designed to give you easier access, stronger security, and greater convenience — so you can connect with us anytime, anywhere.

What You Can Do in the New Portal:

  • Securely send and receive messages
  • Upload and download confidential documents
  • E-sign your tax return
  • Request appointments
  • Submit feedback and questions

We encourage you to bookmark the login page for quick access — your portal is available 24/7.

Need Help?
If you need assistance logging in or have questions about the new features, reach out to your RBF Client Service Team. We’re here to support you every step of the way.

 

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