Use the link above to access our secure portal. You will use this to upload documents, backups, tax source forms such as W-2s or 1099s, correspondence from IRS or your state, or anything else you need to send. The portal is a safer and faster way to transmit information.
The portal is encrypted so your information is safe. Once you upload your documents an email will be sent notifying us that you have sent information so we can retrieve it from the server.
You will also receive an email notification once your tax organizer is uploaded from us or any other documentation, backup, etc. we may be sending to you.
If you have lost your password, there is a password reset button on the portal login page.
If you have not been set up on the portal yet, please use the Contact Us page to let us know that you wish to have your portal account set up.