Client Portal

Client Portal

For each of our clients, we create a personal portal via Citrix Sharefile.   We automatically email an invitation that includes your username to your personal portal.  You may also access your personal portal via a mobile app.  This allows you to take photos of your tax documents and upload them from your smartphone for more convenience.  Link to download the app for both iPhone/iPad and Android devices are shown below.

Whether you are using your computer or mobile device,  your tax documents can easily be sent to us securely saving you time and simplifying your life.

To Get Started:

  1. Contact us and send us your client contact information.
  2. After we receive your contact information, we will send you an invitation to log into your personal portal.
  3. Login to your personal portal and fill-out the tax organizer.
  4. Upload copies of your tax documents or take a photo and upload using a mobile app for your device.
  5. When the tax organizer is completed and all tax documents are loaded, we can start on your tax return.
  6. We use email and text messaging to communicate with you as your return is processed.

Client Login

Sharefile Mobile Apps

Send us photos of your tax documents securely via your mobile phone.

 

 

Call (719) 284-9190