Can I mail you my documents?


In this age of identity theft, we strive to keep your data safe and secure and so we strongly prefer that our clients upload their sensitive documents into their secure customer portal online. The portal is protected by the same 256-bit encryption found on most banking websites. This allows you to upload sensitive information with ease and peace of mind.

Only your accountant is able to view your personal data and you will have a secure way of reviewing your tax return once it is prepared. Our Customer Champions can also help you access your files when necessary.