Share Your Information With Us

Anytime! Anywhere!

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.

Log In to Your Account

Forgot your password? Having problems logging in? Please call us at 410.418.9111 or email us.

Portal tutorial - getting started

Portal tutorial - upload a file

Due to the COVID-19 crisis, our office remains closed to the public until further notice. We are working remotely and will continue to provide uninterrupted service to our clients. Please contact us with any questions or for more information.

TRACEY S. PETERS CPA, LLC

4833 Ellicott Woods Lane

Ellicott City, MD 21043

Phone: 410.418.9111

Fax: 410.313.9875

2020 Tracey S. Peters CPA, LLC

All Rights Reserved