• Ability to Send us your tax documents, payroll documents, general ledger and other information securely. **PDF format is preferred**
• Allows accountant to send copies of tax returns or payroll documents electronically to you.
• Ability to upload Quickbooks backup
If you are interested in sending your tax documents electronically through our secure portal, please contact our office or send an email to firstname.lastname@example.org
This portal and all components within, may be used for CPA and Accounting business purposes only. The portal may not be used for Wealth Management and Financial Advising in any capacity.