Using our secure client portal, you can access the Secure File Exchange to securely upload your supporting financial documents and files (such as W-2s, 1099's, 1098's, etc). You can upload your documents for us instead of mailing or dropping off your tax documents to our office. If you have not already registered for the secure client portal, all you need to do is register.
Of course, we always enjoy meeting with you to discuss your needs but this provides you with an efficient way to deliver your tax documents to our office in a very secure format.
If you have questions about the secure file exchange, contact us at 408.732.9205.
Be sure to sign out fully
When you finish your online session, be sure to log out of both the file exchange and client portal. Use the "Log Out" button in the upper right corner blue navigation bar. THEN on the following screen, click the "Sign Out" button in the blue nav bar to fully sign out of the client portal.
Click here to register and access the secure client portal
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You worked tirelessly taking me through a very difficult audit; then, pieced together the accounting puzzle my former business partner left behind. I would not have been able to continue operating my insurance agency without you.
— Bill Evans, CLU, ChFC
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