The 2 a.m. mortgage application that needs last year's return. The car loan that wants two W-2s. The portal exists for exactly those moments — your documents, without waiting for office hours.
What lives in your portal
- Every tax return we've prepared for you — final, signed, ready to download.
- Financial statements and reports from your engagements.
- Documents awaiting your signature, and copies of what you've sent us.
Not set up yet?
One call — 954-253-4059 — and we'll send your secure invitation. Choose a strong password, and never share portal credentials by email or text. We will never ask you for your password; nobody legitimate ever will.
Sending us files? Use SecureSend — never email attachments for anything containing an SSN or account number.