Ordinary email is not a safe way to move Social Security numbers, bank details or complete tax returns. Everything below is encrypted in transit and at rest.
Upload documents to us and download what we send back. Encrypted both ways, with a record of what moved and when. This is the right place for W-2s, 1099s, bank statements, closing documents and anything with an account number on it.
Once your return is finished, your copies are posted for you to view, download and print whenever you need them. Lenders, schools and closing attorneys always seem to ask on a Friday afternoon, so this stays available year round.
The portal has mobile apps, which makes photographing and sending a document about as easy as texting it, without the security problem of actually texting it.
Portal accounts are created by us, one per client file, so there is no public sign-up. If you are an existing client and have never used it, or you have changed email addresses since we set you up, ask and we will send a fresh invitation.
Four quick questions. We call you back with a specific appointment time and the exact list of what to bring.
