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.
The portal has the following capabilities:
- Ability to scan and send us your tax documents securely.
- Allows Muhlenkamp & Associates to send your copy of the tax return electronically to you.
- Ability to scan and send payroll documents, general ledger, or other documents.
- 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 lyn@muhlcpa.com
Contact us if you are interested in learning more about using the portal to send and receive information securely and electronically.