Access to this section of our website is reserved for clients who have requested our portal services.
This secure extension of our website allows for faster, more convenient communication and document exchange, including access your Organizer and to view a copy of your completed 1040 return.
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If you’d like to learn more about this service, please Contact Us.
Uploading Files to File Exchange
This video shows how to upload files to File Exchange, if we’ve given you permission to upload files. Length: 3:24
Viewing Document Presentation Files
This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58