What the portal supports
A calmer, safer way to exchange documents.
The tools available in the portal are turned on as they fit each matter — features listed here may not all be enabled for every client.
Secure document exchange
Upload and download sensitive documents through an encrypted channel — not unsecured email.
Tax organizers
Prior-year organizers and worksheets to help prepare each year's return efficiently.
Engagement information
Copies of engagement letters and correspondence related to current matters.
E-signatures
Sign documents securely from anywhere, without printing and scanning.
A note on privacy
It is our policy to keep your personal and business matters confidential to the extent permitted by law. Please share sensitive information through the portal rather than through unsecured email.