|
Two Secure Portals to maintain your Privacy...
Our clients have access to their financial records in two secure portals. The Tax Portal is used during the tax preperation process and the Document Portal is used for all other documents.
We are happy to introduce Quick Send. A new way to send us your confidential documents without having to set up a portal. This feature allows anyone to quickly send us files without having to log in to their account, or even have an account. You can send one or several files, large or small.
|
Document Portal: Used to share documents between you and our firm securely. Some uses include QuickBooks files and financial statements. |
|
. 
Tax Portal: For clients who prefer a paperless approach to tax preparation. You can complete your online Tax Organizer, Upload tax documents, and View completed tax returns. |
|
Quick Send: Send a specific member of our staff a document securely without having to first create a portal. |
|
|
|
|
|
|
