We are pleased that we now offer our clients the capability to upload and download all tax documents, saving you time and giving you access to your tax return 24/7 with no paper trail through our secured password protected portal. This portal allows us exchange documents safely from the convenience of your home, from work or in transit. In order to set up your account, please send us an email at firstname.lastname@example.org or fax information to 732-444-3619 so we can add you to our client portal.
As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.
Whether you’re at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
Secure Portal Login