Client Portal
Our Client Portal is a web-based platform designed for tax preparers and their clients to securely exchange confidential tax documents. It offers a convenient and safe way to share sensitive financial information during the tax preparation process.

Client Portal’s Key Features
  1. Secure File Exchange: Our Client Portal allows tax preparers and clients to exchange tax- related documents securely. This ensures that sensitive financial information remains confidential and protected.
  2. Web-Based Platform: Our Client Portal is accessible through a web browser, making it easy for users to access their accounts and share files from various devices with internet access.
  3. User-Friendly Interface: The platform is designed to be user-friendly, making it easy for both tax preparers and clients to navigate and use the system effectively.