This secure, password-protected portal allows us to work efficiently by securely exchanging files and documents from anywhere at any time.
After completing the simple setup and logging in, uploading and downloading documents is easy and similar to attaching or opening a file in an email…only more secure!
When I upload a file you’ll get an email notification.
I’ll be notified when you upload something to the portal for me too.
Whether you’re at work, at home or on vacation, you’ll have access to your tax returns and financial documents.