Upload your documents with ease.
Our client portal is meant to provide you with a secure form of document exchange. Not only is it FINRA and HIPPA compliant, it is easy to use and works seamslessly with our accounting software. You can use your own personal login information to access the portal and send us documents at any time. If you choose to, we can also use the portal to send documents to you securely. These documents include digital copies of your tax return(s), e-file authorization forms and copies of pertinent agreements/contracts and engagement letters.
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