Securely Send Us a File
As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.
Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This system allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.
To start using the Secure File Exchange system, please click Send Us a File above.
Alternatively, you may also login to our Secure Client Portal to send us a file.
If you do not currently have a Portal Account, you may register for one here.