Guest Exchange The Guest Exchange is a convenient option for securely sending and receiving documents when you don’t want to create a full Client Portal Account.
The Guest Exchange Process Receive a Link: You will receive a link to the Guest Exchange feature from our office. This link is provided along with instructions on how to use the feature. Access the Guest Exchange: Click on the link provided. It will take you to a web-based application or portal specifically set up for the Guest Exchange feature. Upload Documents: Once you access the Guest Exchange, you can upload the documents you need to send securely. This includes tax related documents, financial statements, or any other relevant files. Download Documents: If your tax preparer needs to send documents to you that they want you to access, you can download them from the same interface. Secure Transfer: The Guest Exchange is designed to provide a secure and encrypted method for transferring sensitive tax documents, even without creating a full Client Portal Account.
If you have any questions or encounter any issues, contact your tax preparer for assistance.
Stay connected with C2 Tax & Payroll Associates via our social media page. If you haven't taken the opportunity to visit our social media page, please do so. It's a great way to interact with us, get your questions answered and make suggestions.