Client portal & security
Your documents,
locked down.
Upload, sign and message securely from any device. Your firm’s portal button goes here, ready for TaxDome, Canopy, SmartVault, ShareFile or Karbon.
Inside the portal
Everything in one secure place.
Upload documents
Drag and drop or snap a photo from your phone.
E-sign forms
Sign engagement letters and e-file forms in seconds.
Message your CPA
Secure messages instead of risky email attachments.
Pay invoices
Card or bank transfer, with receipts saved automatically.
Download returns
Every past return and report, always available.
Get reminders
Deadline and document reminders sent to you.
Your data, protected
Security the IRS expects.
Tax professionals are required to protect client data. We follow a written information security plan and review it every year.
✓
Multi-factor login on every account
✓
Encrypted file storage and transfer
✓
Written information security plan (WISP)
✓
Staff security training every year
Tax season is closer than you think.
Book a free 15-minute call. We’ll tell you exactly what you need and what it costs, before you commit.