Online Document Exchange Portal
We have teamed up with Sharefile to provide our clients with a time saving, safe and secure method to exchange tax and accounting related documents and files.
What kind of documents can you exchange? Anything you're currently emailing or putting on CD or Flash Drive — and more!
Here are just a few ways this system streamlines our engagement:
- Post tax checklist or organizer list to each clients folder.
- Upload PDFs of bank statements, W2 or 1099 that are otherwise printed.
- If you have a fax machine or a copier, it is likely you can scan your documents and enjoy time and postage savings... while keeping the original documents in your own files.
Existing Portal Users, logon by clicking here!