Secure Document Client Portal
Our secure Client Portal allows you to safely upload and receive tax documents, review completed returns and store important records.
Emailing confidential tax documents is not the best method and can decrease data security.
The button above will take you to the login page, BUT, before you can, we need to send you an invitation to register for your portal by email. If you are ready to upload your annual tax documents and have yet to receive your invite, please call or email our office.
This Client Portal is now our method for storing your records and protecting your confidential information. A nice benefit to you is that a digital copy of your completed tax return will be in the portal for you to access at anytime for future use. Many times a copy of your tax return is needed for other aspects of your financial life. Your Client Portal is there when you need it.
Is this safe? Yes.
Your information is protected with bank-level encryption and
password-protected access with secure 2 factor Authentication