What is the Client Portal?

Client Portal is a secure file sharing online system that allows you to provide and receive your personal tax documents to/from your accountant.

 

Why should I use the Client Portal?

• You can upload/download your tax documents to share with your accountants securely anytime and anywhere.

• You can check and sign your tax documents when you are ready.

 

Fee

• There is no charge for the regular use.

• Normally, the contents/documents in your portal account will be deleted after filing of your tax return is completed; however, if you would like to keep the content/document in your account through the entire year, the service fee of $30/year will apply. The expiration date will be a year from your payment date. Please make a payment through PayPal or send us a check for $30 if you prefer this option.