Our client portal provides easy transfer of tax documents and other files with us in a secure manner. Safely upload or download individual or business tax information, large Quickbooks files, financial statements, etc. Log in with a confidential password of your choice.

 

All files are password protected with 256-bit SSL (Secure Socket Layer) encryption to provide safe information sharing from any location, at any time. Unlike regular email transmissions, all file transfers are secure and encrypted.