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Log In For Client Web Organizers

If you have received your email notifying you that your Client Organizer is ready to be accessed, click the link below to begin.

2017 Web Organizer

We are pleased to offer you an alternative version of your traditional paper Client Organizer. The Web Client Organizer is an electronic version of your paper Client Organizer that allows you to access and complete your organizer through a personalized private web portal. The web portal is a convenient and highly secure environment and comes with a unique password to control access.

Completing your Web Client Organizer is a simple process that starts with an email message from our office, notifying you that your Client Organizer is ready to be accessed. The email message will contain information on how to gain access to and complete your Web Client Organizer.

Like the paper version, the Web Client Organizer screens will contain information from your prior year income tax return to help you complete the current year information with minimal time and effort. There are screens for entering additional information or submitting questions to our office. You may attach and send additional files with your Web Client Organizer to our office. This is a convenient and secure way to send information regarding the preparation of your tax return without having to mail or deliver these documents to our office. You can attach the following types of files to your Web Client Organizer: Quicken® tax exchange format (.txf), Microsoft® Excel® (.xls, .xlsx), Microsoft® Word® (.doc, .docx, .rtf), Adobe® Reader® (.pdf), image files (.jpg, .bmp, .tif, .png), text documents (.txt), and web pages (.html).

System requirements for the client:

  • A Microsoft® Windows® 10, Microsoft Windows 8, Microsoft Windows 7 Professional operating system. The Web Organizer is not supported on operating systems that are no longer supported by the manufacturer.
  • Internet access with any of the following browsers, the newest version of Google Chrome, Microsoft Internet Explorer 11; 32-bit version, Microsoft Edge, and the newest version of Mozilla Firefox.
  • 128-bit encryption is recommended. 
  • An email service.
  • Optional: Adobe® Reader® version X or higher. If you do not already have it installed on your computer, you can download the free Adobe Reader at

If you would like to utilize the Web Client Organizer in lieu of a paper version and meet all the system requirements outlined above, or would like to learn more about it, please contact Lori Sharp at 575-528-6700 or

BMC's Podcast "We Are Money"

  • #015 - 2018 Tax Season Kickoff Extravaganza

    In this episode, We Are Money is LIVE at the Beasley, Mitchell & Co. 2018 Tax Season Kickoff Extravaganza. With our very special guest, John Garrett from the Green Apple Podcast, we discuss the new tax law changes, probate, and venutre down south with very our own Don Francisco. We also make time for changes to the rules of the road, chess, and what can't be made better by green chile.

  • #013 - A Singularity Down the Left Field Line

    In this episode, the We Are Money podcast rips a Singularity down the left field line. Our guest is renown speaker, economist, and futurist, Dr. Lowell Catlett.  We talk about predictions, the future, and the evolving economy. We also discuss Hollywood smells, baseball, and deducting unreimbursed employee expenses. 

  • #012 - Techno or Tech Yes!

    In this episode, our guest, Joe Villanueva, from Integra IT discusses consulting on IT and project efficiency matters. We also venture into the world of hit batters, Zillow, soda taxes, and Disney characters.

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  • #010 - Crowd "Pun"-Ding
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    In this episode we provide you with an "Artesian well" amount of information flowing from our very special guest, Van Bullock. We discuss real estate, valuations, the Supreme Court, Jason Bourne, and certain bodily noises.

  • #007 - I Spence Yo Money!
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  • #006 - The Code Awakens
    Episode 6 - The Code Awakens. A long time ago, in an accounting firm far, far away... (but not too far!).  We begin our Star Wars Special journey with a discussion of the 2015 tax extenders passed by the Galactic Congress as old provisions are made new again..and again...and again. We learn of the potential disinheritance of Kylo Ren and contemplate the First Order's ability to qualify for green energy tax incentives.
  • #005 - Holly Daze and Nights
    In this holiday edition of the We Are Money podcast, we discuss non-profits, charitable giving, Santa, holiday movies, and gift baskets with firearms. 

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