Skip to content

Secure Client Portal for Tax Files

Secure Client Portal for Virtual Tax Preparation

Please set up your client portal so you can upload your files and once completed I can save your completed tax documents for you to access anytime afterward  

I will save your completed tax file in this folder and send you another file for signature through DocuSign.  
Click the link below this sentence with my name to set up your account
Complete your information and choose a password for future use. 
Your request to access the client portal will be sent to me for approval.
I will approve your access to the portal once I receive your request.
You can then upload and download any document from your secure portal.
You will get an email when new files are added to your secure portal.  
You can log back into your secure portal and upload or download your files anytime.


Request a Free Consultation

Case Review Worksheet Client Finance Forms

Ask a Question

Find comfort in knowing an Expert in accounting is only an email or phone-call away.

(718) 698-2370

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you.

Contact Us

Send us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm.

Secure Send


Subscribe to our newsletter to receive news, updates, and valuable tips.