Our Client Portal is a secure client file exchange web portal, allowing your tax professional and our clients to exchange confidential documents securely and conveniently.


Eliminate wasting time printing, faxing, dropping off, emailing or mailing documents. Just upload your documents at your convenience.

Features and Benefits:

·         Security is built in – Your files are always protected by tough, industry-standard security measures.  All transmissions are secure, and files are 256 bit encrypted. 


·         A mobile-friendly interface allows you to take photos of tax documents and upload them from your phone directly to your Client Portal account.


·         Secure messaging inside the client portal allows confidential communicating back and forth with your team.


·         As a returning client, you will receive a prior-year summary which will help you gather what documents you will need for the new tax year.


·         An online electronic signature option lets you sign documents on your mobile device or PC.*  Paper signatures are eliminated with e-signature.


·         Online payments make it easy to pay your fee in a secure and encrypted portal. 

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