Client portal
Upload your tax documents and paperwork securely, without a trip to the office.
Uploading your documents
The portal is the safest way to send us anything with your Social Security number or account numbers on it. Please don't send those by regular email.
1
Log in
Open the portal and sign in. If it's your first time, you'll be prompted to create a login. Not sure you're set up? Give us a call.
2
Scan or photograph your paperwork
A PDF or a clear phone photo of each page works. Make sure every corner and number is readable.
3
Upload and name your files
Give each file a short name, like "2025 W-2 employer name," so we can find it quickly, then upload it to the portal.
4
Let us know you're done
Send us a quick message in the portal or give us a call, so we know your documents are in.