Secure File Exchange

(215) 995-0457

CLIENT PORTAL & SECURE FILE EXCHANGE: 

As a client you get a secure CLIENT PORTAL, password protected portal to store and access your important financial documents from anywhere at anytime. Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database. This system allows us to work together efficiently by securely exchanging working documents, scanned receipts and very large QuickBooks files.

SEND US YOUR FILES/DOCUMENTS USING OUR GUEST EXCHANGE IF YOU ARE NOT A CLIENT. 


.               

PERSONAL TAX PREP CLIENTS: LOGIN TO YOUR CLIENT PORTAL OR USE THE GUEST EXCHANGE TO SEND/DOWNLOAD FILES & DOCS. INSTRUCTIONS AND SCREEN SHOTS BELOW. NOTE: BUSINESS CLIENTS ARE TO USE THE SEPARATE BUSINESS CLIENT PORTAL LOGIN AND SCREEN SHOTS BELOW DO NOT APPLY.


CLIENT PORTAL LOGIN & GUEST EXCHANGE PAGE: Screen Shot View Below Of Secure File Exchange Showing Both the Client Portal Login And The Guest Exchange.

YOUR CLIENT PORTAL: Screen Shot View Below Of Inside Your Client Portal Showing Features And Tabs.

GUEST EXCHANGE: USED FOR ONE-TIME FILE SHARE AND OR FOR NEW CLIENT FILE SHARE & ONBOARDING: Screen Shot View Below for Using The Guest Exchange - the "Upload Files to Us" Feature Option. Complete by imputting your personal information and then Select your Files/Documents from your computer or phone. Then submit your Docs/Files to us by clicking the "Upload" button.

The Guest Exchange is used for either: (A) One-Time File Exchange or (B) part of our New Client Onboarding process whereby we Setup New Clients with their Personal Client Portal. New Clients use the Guest Exchange to share files with us and they receive a Portal Activation email during the Onboarding process once they become clients. File Exchange Senders will receive confirmation of Files/Documents you Upload/Send to us. The Guest Exchange Screen Shot View page is Below.