UPLOAD YOUR TAX DOCUMENTS SECURELY
For our clients that we are working with remotely, we use a secure file exchange web portal for you to upload your tax documents instead of via email.
This is the safest, most secure and convenient way for us to keep your private and confidential information protected and easy to access. Just upload PDFs, and access at your convenience.
Your site and files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times, you can view and access your own documents. The portal is web-based, and works with just about any browser and computer, uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick.
HOW IT WORKS
After you request your own portal, you will then receive an email with a link to your own personal portal and a username.
You have 48 hours to create a password before the link expires.
Once the password is created, you have access 24/7 to the portal, and you can upload, download, add, delete or edit whenever you want, at your own pace.
Click on DOCUMENTS TO PREPARER to upload your tax information.
Click on DOCUMENTS FROM PREPARER to download my EZ TAX ORGANIZER.
For those that are also doing entities (LLC/ S Corp), there is a SMALL BUSINESS Worksheet located in the EZ TAX ORG.
The portal will always automatically notify us when you have uploaded or downloaded anything. You just need to let us know when you are done giving us everything we need, so that we know we can finish out the return.