A Safe & Secure Client Portal
for Uploading Your Tax Documents

Use of the client portal will allow you to safely upload your tax  documents for preparation of your federal/state tax returns. Any type of document can be uploaded where they are stored securely, encrypted and password protected.

Instructions: Use the link you received to establish your login ID and a unique password. Scan your tax documents into an accessible area on your computer. Login to begin uploading. In the portal, click on "Add File."  Browse your Computer to locate your documents, then click on a file to begin uploading.  Repeat!
Delivering the Future of Tax Accounting Services with Innovative Remote Capabilities