Upload documents securely
Send W-2s, 1099s, receipts and statements from your phone or computer without emailing sensitive files.
Services
A private, encrypted space to exchange documents and stay in sync with your Enrolled Agent from anywhere in the country.
Send W-2s, 1099s, receipts and statements from your phone or computer without emailing sensitive files.
Your completed returns and supporting schedules stay available whenever a lender, school or agency asks for them.
Ask questions, approve a draft return and sign electronically — all in one thread tied to your file.
Portal onboarding is handled personally — contact the office and we'll send your secure invitation and walk you through the first upload.
Start with a short consultation and we'll set up your portal at the same time.