We believe the ability to communicate with your accountant is an invaluable resource. With our client document portal, you have the ability to upload and send documents to our office. Additionally, you can receive documents that are ready for your review and/or signature.
Reasons to use our Client Document Portal:
- Easy to Use – Our web based portal is easy to use and is supported by most internet browsers and computers.
- Mobile Friendly – Take photos of tax documents and upload them directly to your account.
- Messaging – In account messaging allows for you to add a message with your uploaded files.
- Built-in Security – Your files are protected by industry standard security measures including server encryption.
- Electronic Signatures – Sign necessary paperwork electronically to reduce processing time of having to wait for documents to be mailed.
- Online Payments – We are able to accept online payments as part of your electronic signature and filing process.
