Client Portal
Access Your Files
Access your secure, password-protected ShareFile folder:
Tax Return eFile Authorizations
Upload your tax return eFile authorization securely:
Send Files Securely
Hover over the button and scroll down to select a team member’s secure file upload:
Retirement Plan Documents
Upload retirement plan distribution forms, W-3 forms, or other documents securely:
How to Pay Taxes Online
Small Business Client Resources
Resources and information about Forms 1099, Personal Property Tax, Year-End, and Payroll
