As a valued client, we provide you a secure, password-protected portal to store and access your important tax documents from anywhere at any time.
This portal allows us to work together efficiently by securely exchanging tax documents including:
- W-2, 1099, 1098 or other informational forms
- receipts, working papers
- financial reports
- quicken or quick books files
- documents requiring signatures
- copies of tax returns
For New Portal Users
We normally will create a portal for you after your initial interview. To log into your new portal you will need to follow instructions in an email sent to the email address you provided. These instructions will guide you to set up a new password. If you have not received an email, check your spam folder as many times our email will get filtered out of your inbox. Please contact us if you have not received an email.
Check out these Portal Instructions to get details on how to use your secure portal.