Client document guidance

Secure Client Portal

A simple, confidential way to share your documents and complete your forms—once your secure invitation is ready.

Portal setup in progress

Your documents deserve
a protected space.

Protecting your information is a priority. Our separate hosted client portal is being configured. Secure uploads and online intake are not yet available through this website.

Contact our office for invitation and document-submission guidance before sending anything private. Please use the contact form only for a general, non-sensitive request.

Request Invitation Guidance →Call Our Office

Before you share a document

Wait for secure submission instructions from our office.
Use only the authenticated portal and invitation confirmed by our office once configured.
Do not email tax returns, Social Security numbers, banking information, or payroll records.
Do not upload private documents through the general website inquiry.

For your upcoming engagement

One place for requested records.

The hosted portal will support client-specific requests and secure document exchange after configuration and testing.

Tax & prior-year returns

Individual and business tax intake, year-by-year checklists, and requested supporting records.

Payroll & onboarding

Authorized payroll information and employee onboarding documents.

Business formation

Client-directed registration and formation paperwork.

Nonprofit startup

Incorporation, board records, and eligible application materials.

Administrative records

Requested bookkeeping and administrative records; this does not add a standalone advisory service.

Business documents

Document preparation materials and other specifically requested files.

After your invitation

What to expect when the portal is ready.

Sign in or follow your office-issued invitation; use multifactor authentication when required.
Complete the intake form and review your personal document checklist.
Select the requested category, upload permitted files, and confirm submission.
Check outstanding items, upload history, and secure messages inside your account.
Receive brief notifications without documents or sensitive details in email.

File types, size limits, and account instructions will be provided with your invitation once the provider is configured. There is no active upload or login action on this page yet.