Because you entrust us with sensitive information — social security numbers, birth dates, brokerage account numbers, for example — we must keep your information safe. We use encrypted email for sensitive documents we send you and we request that you never send us any sensitive information in an unencrypted email.
In addition, we have a secure portal. Whether you live nearby or four states away, sending documents through our portal is easy.
Nothing today to 100% secure but we believe our secure portal is, well, secure as possible. It is also convenient and easy to use. If you have documents you need to send us, simply scan them in and upload them through the portal. When your returns are ready for review, you can download them through the same portal.
There are two ways to use the portal.
The first, and easiest, method is to scroll down to the bottom of this page and look for the Direct Link, probably right below the App Store icons. Just click and follow the directions.
The second method is for users who will be sending documents, such as QuickBooks files, throughout the year and/or wants to be able to download files, such as tax returns, from the portal. If you are first-time user, we must send you an “invitation” to register. Please contact Cheryl at firstname.lastname@example.org or email@example.com. Once you have registered, you may want to read the instructions. But we think the portal is so easy to use that you won’t need instructions.
But if you do have problems, please call the office and talk with our portal queen, Cheryl, at 410-884-0317.Client Portal Login
Direct Link to send us files without a login account: here