As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere. This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
Using the portal to upload documents to assist us in preparing your tax return: Please call or email us when you believe you have uploaded all of the documents we need to complete your return; we will begin your return preparation AFTER we have confirmation from you that you have finished sending us documents. We have no other way at this time to know when your file is complete. Email: firstname.lastname@example.org, or call (303) 797-1070
Need a copy of a previous year tax return? Give us a call, and we can upload a copy for you. Want us to review a tax-related document you received? You can scan it, upload it to the portal, and we will have quick access to that document.
Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)
To start using the client portal please log in above or register here.
To send a file without creating an account use the SecureSend page.
We will not store documents on the portal after December 31 of any given tax year.