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.
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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 |
*A portal link will be sent to you within 24 hours |
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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