Secure Client Portal

We take your data seriously! As part of our comprehensive cybersecurity plan, we use our Secure Client Portal to protect you and your data. Contact us to request a folder, which we will establish in your name. You can then upload your documents to the portal, and we can get those to begin our work for you. When we are done, we can place the finished tax returns and other documents back in the portal so you can retrieve them. It’s safe and easy! Our in-person as well as our virtual clients love the convenience of this aspect of our business.