Rehmann Client Portal

The Rehmann Client Portal provides a comprehensive, trusted and secure online document exchange area for team collaboration.

Portal benefits:

  • Access multiple client portal sites, if authorized.
  • Centralized document areas for easy collaboration.
  • Improved document uploading and search experiences.
  • Clients can manage their own access, teams, and other features.



Client Portal Sign In

New to the Rehmann Client Portal?
Please contact your Rehmann Advisor.

Sharefile logo
To send a file to your Rehmann associate contact (no account required), please click here.

Request an Investigation

Follow this link to order a Rehmann CIS fire origin and cause, background, surveillance, witness location, subpoena service, asset research or other investigation.

Tax Notebook

Follow this link and select your office to log in to your Tax Notebook.

Client Bookkeeping

Click here to log in to your Client Bookkeeping account.

Fidelity

Wealth Management - Performance Reporting

Client Consent Forms

Click here to access marketing consent forms, the third party consent form and consent to disclose Rehmann entity forms.

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The Rehmann Experience

At Rehmann, we believe the experience you have working with us is as important as the services we provide.

The Rehmann Experience offers our clients access to a cross-functional team of associates who care as much about your future as you do. This involvement allows us to put your interests first, listen and collaborate to provide more ideas and better solutions. That's how we deliver a better experience; The Rehmann Experience.

Meet The Rehmann Team