A SECURE PORTAL FOR REMOTE CLIENT SERVICES

This secure client portal (Client Xchange) allows you to remotely and safely upload your tax documents to our practice so that they may be used in the preparation of your tax return.  Any type of document (pdf, excel, word, etc.) can be uploaded to the portal where they are stored securely, encrypted and password protected.
 Security & Peace of Mind
Data is encrypted on secure servers
 Increased Efficiency & Productivity
Tax documents are available for preparation faster
Save Money & Be Green
Eliminates mailing supplies & postage
1 - START HERE! 
REQUEST ACCOUNT ACCESS
TO THE SECURE CLIENT PORTAL 

*A portal link will be sent to you within 24 hours
2 - After you send your Account Access Request, you will receive an email within 24 hours with a link to the Portal.  Click on that link to establish your portal Login ID (best to use your email address) and create a Password.

3 - Next, scan your tax documents into an accessible area on your computer so that they may be easily uploaded to the Portal.  (best to scan all documents using your scanner feeder creating one file vs multiple individual files)

4 - Login below using your Login ID and Password. to begin uploading your tax file(s).
 5 - When at the portal, click on "Add File."  Browse your Computer to locate your scanned tax documents.   Click on file  to upload. Repeat!
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Enrolled Agent
An Enrolled Agent is a federally licensed tax professional who has earned the privilege of representing taxpayers before the IRS. An Enrolled Agent must pass a suitability check along with a three-part comprehensive IRS exam covering both individual and business tax returns. Enrolled Agent status is the highest credential the IRS/Department of the Treasury awards. Individuals who obtain this elite status must adhere to strong ethical standards and complete a minimum of 72 hours of continuing tax education courses every three years.  Enrolled Agents, like attorneys and Certified Public Accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.