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 new a 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 will not send tax returns via e-mail, unless specifically requested, in writing. We will still password protect it. We do not advise this but if you tell us to we will agree on a password and send it via e-mail.