Step 1Prepare
Gather what you have.
Pull together your tax forms, deduction records, bookkeeping files, and the organizer that fits your situation.
Secure client access
Client document portal
Use our SecureFilePro portal when you need to send tax forms, bookkeeping records, or other private documents.
Step 2Upload
Sign in and upload.
Send private documents through the portal instead of regular email.
Step 3Follow up
Call if you're unsure.
Oksana or Renee can help you figure out what to send before your appointment.
Client portal