We provide these Secure Portal and Safe Document Transfer options to maintain your privacy.
Tax Portal
Our client have access to their financial records whenever they need it. Tax Portal is used during the tax preparation process and to access prepared returns 24/7.
Please note that you User ID is your e-mail address. If you have any questions please contact the office at 480-626-2760.
Click here to access the Tax Portal
QuickSend
Quicksend is a new way to send us your confidential documents. This feature allows anyone to quickly send us files without having to log into an account, or even have an account. You can send one or several files, large or small.
Click here to access Quicksend
If you need assistance with either of these please call the office at 480-626-2760 or fill out the form below and we will be happy to assist you.
