As a valued client you get secure, password-protected access to our online File Vault via our Client Portal to store and access your important tax documents from anywhere at any time.
Whether you're at work, home, or on vacation you always have access to your tax returns, tax organizer, incorporation documents -- any work we've done for you can be loaded into the File Vault for you.
The Vault is also an efficient and secure means for you to send us your supporting tax data, such as W-2's or 1099's, for us to prepare your tax return. Or, if we'll be preparing your company's year-end Journal Entries, e.g., you can send us even a very large QuickBooks data file via the Vault.
Another feature available through the Client Portal is our tax and financial calculators. They are intereactive and easy to use.
To access the Portal, please log in above. If you don't have an account yet, you can register here or contact us to learn more.