KRD Ltd. - Accountants, Consultants & Advisors

Client Documents & Payments

KRD has made changes to our client portal, if you have any questions, please reach out to your KRD contact.

Our new document sharing method is below:

KRD clients can send financial documents safely and securely to KRD through our secure digital service

  • Please make sure you send both front and back of all documents.
  • Click Here to enter your information:
    • your email address
    • your full name
    • your company name (if applicable)
    • your phone number
  • Then the Upload screen allows you to select your accountant’s name (and staff members) and send your message.



We have changed our credit card processor online to CPACharge and added an option online for e-check payments.

When you click Invoice Payment Online you will be directed to the payment page for CPACharge.

Credit Card Payments:
There  is a 3% convenience fee on all credit card transactions.

E-Check Payments:
There is not a convenience fee charged by KRD.

If you pay by credit card or e-check, you will receive an email with a receipt from: KRD – Kutchins Robbins & Diamond, Ltd – Payment receipt from KRD

Supported Internet Browsers and Downloads

Latest versions of Internet Explorer & Edge, Firefox and Chrome work well.  Adobe Reader (or better) is also needed.

The following links take you to web pages from which you can install the latest software to open the files.

Adobe Reader

Former ROI Business Services Clients

Click below to safely exchange your documents using your ShareFile Account.


Read the latest news
from KRD and find out more.

Illinois Sales Tax Holiday
Where’s My IRS Refund?
ESG and Small Businesses

Request a callback

Would you like to speak to one of our financial advisors over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you prefer.

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    1051 Perimeter Drive, 9th Floor
    Schaumburg, IL 60173

    Office: 847-240-1040
    Fax: 847-240-1055


    35 E. Wacker Dr., Suite 690
    Chicago, IL 60601

    Office: 312-201-6450
    Fax: 312-201-1286