Client Portal
This feature allows our clients to:
- Have their returns completed remotely (contactless).
- Send and receive confidential messages and documents safely and securely.
- Answer questions and send information needed to complete your tax return.
Click here to visit our client portal!
To set up a portal account, please contact us.
Need to send a document to us and don’t have an account?
Visit our portal site and click “Upload a file to us” and follow the instructions.
Note: We are unable to provide technical support on using your equipment for scanning your information. We can only provide support for the actual use of the software.