TAX PREPARATION ON THE GO

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Providing clients with more flexibility while also keeping sensitive information securely stored is our top priority, especially during Tax Preparation.

The Client Portal provides a convenient way for clients to securely share documents with sensitive information, get service updates, chat in real time (during office hours), e-sign documents and pay invoices all in one place.

Thanks to the high level of security and user friendly platform, we are able to keep your information safe and available to you at all times AND provide On-The-Go (online services) via web browser or by downloading our mobile Client Portal App for iOS or Android.