Giving you on-demand access to the files and information you need—when you need them. Our Portal allows clients to view documents through a secure
Provides secure and convenient access to client tax returns and information.
Effortlessly exchange, store, and organize files of varying sizes. For example, upload a W2 file using our Portal, eliminating the need to come in to the office.
Search, filter and display stored documents by file type, title, creator and keyword.
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