Seccure Client Portal for Tax & Bookkeeping Clients
Use this page/buttons below to download documents or upload tax and/or bookkeeping documents to our secure encrypted document storage site. Clients can also download requested files and stay organized remotely.
How the Process Works
Tax Clients: (1) Upload your tax documents such as your W-2, 1099's, 1098 and other IRS related forms using our secure encrypted document transfer system ENCYRO. Either request a link or press the upload button on this page. This can be done with either your desktop computer uploading a pdf OR your cell phone taking a picture of the document(s). The documents get transmitted to us using ENCYRO. (2) Once your return has been prepared, you will receive the efile authorization forms and the completed tax return using the same secure system. (3) After reviewing your return, electronically sign the efile authorization form(s) by replying to the email. Once we receive your signed authorization form(s) we will proceed with the efiling of your returns.
Bookkeeping Clients: (1) Upload your bookkeeping documents including receipts, credit card and bank ststements once you have received them from applicable sources as pdf files OR by taking a picture of them with your cell phone. The documents get transmitted to us using ENCYRO. Either request a link or press the upload button on this page. (2) Once all documents have been received for the month they will be processed and you will receive an email with a link to your finaancials for downloading and/or printing on site.
If you need help at any stage of the process contact us at anytime