Our Client Xchange Secure Documentation Portal​

Benefits to our clients:
  • Secure Tax Return data storage in the cloud.
  • Allows your sensitive information to be securely shared between us.
  • Securely access your information anywhere you have internet access.
  • Available 24 hours a day / 7 days a week. 
  • Continuing clients can store tax documents on our secure servers for 7 years.

To busy to come to our office?
  • Just upload your tax information to our SECURE Client Xchange and we do the rest.
  • Once your return is completed we will store it on the secure portal.

​Moving to another state? 
  • No need to find another tax service.
  • ​We specialize in multi-state tax returns.
  • Use the portal to exchange documents.

Portal Costs:
  • FREE service to our continuing clients.​