Your trusted partner, exploring future growth with creative, client-first solutions

Client Payment Portal

Wealth Portal

Access for REDW Wealth Clients – See your Account Performance, Asset Allocation, Holdings, Capital Flows, Realized Gains/Losses and Transactions, and Quarterly Reports.

Check Payments

REDW has implemented a new remittance bank lockbox address for all check payments:

PO Box 561616
Denver, CO 80256-1616

To ensure that payments are applied correctly, please include client and invoice numbers.

Payment Portal

Make online payments, set up recurring payments, and pay multiple invoices at once – plus make payments with just one click directly from your invoice. We offer our clients the opportunity to continue to pay by check or, for balances over $10,000, with QuickFee financing.

Software Support

Submit a support ticket for assistance with MIP Fund Accounting, Microix, Sage Intacct, or PowerBI Training, or for general inquiries. An REDW Technology Solutions team member will respond as quickly as possible during normal business hours, typically within 24 hours.

Software Training

Earn CPE credit with MIP Fund Accounting & Microix Software and application training. Gain relevant and in-depth knowledge from REDW’s certified and experienced trainers.


TaxCaddy is a REDW client collaboration platform to gather and share your tax documents. Let TaxCaddy retrieve your 1099s, 1098s, and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security.


As a registered CPE sponsor with NASBA, REDW offers webinars and technical training courses, both free and for purchase, through our online LCvista platform. Browse our online learning catalog for opportunities to earn Continuing Professional Education (CPE) credit. To access the platform and enroll in upcoming courses, you must first become a registered user.

Have questions? Looking for something specific? Let us know!

If you can't find what you're looking for, let our knowledgeable team lend a hand. Our team is happy to help guide you to the right answers and solutions.

We're Here to Help! Send Us a Message


5353 N 16th St, Suite 200
Phoenix, AZ 85016
(602) 730-3600

New Mexico

8801 Horizon Blvd NE, Suite 401 Albuquerque, NM 87113
(505) 998-3200


1225 N Broadway Ave, Suite 200
Oklahoma City, OK 73103
(405) 543-1410


475 Cottage Street NE, Suite 200, Salem, OR 97301
(503) 581-7788