Client Portal

All communication and files exchanged on our client portal is secured with 256-bit SSL encryption
View and access your documents at any time
Our mobile-friendly interface lets you take photos of tax documents and upload them
Communicate back and forth quickly with Instant Messaging
Electric Signature Option lets you sign documents on your mobile device or PC
Receive Invoices and make payments online

Using the Client Portal and Uploading Tax Documents is Easy!!

Click the link below and sign in with your info or use the Guest Exchange if you don't have an account yet
Upload pictures or attach files from your phone or desktop