Client Portal

Uploading your documents

Providing you with an efficient way to send us your documents is one way we are committed to helping you.  Through this client portal, you are able to upload any and all applicable tax documentation in a safe and secure manner.  Please click on the button below to start uploading your documents for our review.

After you have uploaded your documents, we will send you a secure email message confirming we have received your information.

 

Instructions

Click below for instructions on how to send and receive secure messages and files with us.

 

Security

We understand that your personal information is very important to secure and protect.  Below is how our partner, Encyro Inc., protects all of your information when you upload it through our secure portal.