As a valued client, you can register for a secure, password-protected portal to share your important financial documents with your tax advisor from anywhere at any time.
Whether you're at work, at home, or on vacation, you can always have access to your tax returns or financial work papers. While we do not use your portal folder as our traditional storage system, you can request that we upload any of the records that we retain for your accessibility.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)
To start using the client portal please log in above or register here.
To send a file without creating an account use the SecureSend page.