Secure Client Portal and Secure Tax Document Upload
There are two primary resources that clients can use to securely send tax documents. The first is the Client Portal (requires account registration). The portal itself is part of the same software suite that is used to prepare client income tax returns. If you are registered for the portal, your tax return can be sent securely for your review. For as long as you remain a client, your current and prior year tax returns will be available for you to access.
The second option is the secure document upload. This is the best option for those who are not registered for the portal, but often find themselves emailing tax documents. Online security of tax documents is paramount, and emailing tax documents is never secure. By uploading your documents to our cloud based document center, the office can access your documents without you having to attach them to an email.