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OUR PORTAL

The Portal is a tool we use to exchange your important and confidential documents. Remember – every piece of information needed for identity theft is contained on your tax return.  

The portal saves paper and time while maintaining the confidentiality of our client's personal tax information.

  • We will send the initial link to your email address instructing you to create an account.

  • Be sure you choose a strong password – unique to you and easily remembered.

  • Every time a new document is uploaded, you will be notified via email along with a link to access the files. If you have any questions or concerns, feel free to contact us.

We do not like to send tax returns via e-mail.  However, if you specifically request we do so in writing, we will password-protect it and send it to you via e-mail.