Your Documents, Securely
Upload, sign and collect — without a trip to the officeThe client portal is where you send us documents, review a draft return, sign your e-file authorization and download finished copies. It is the right place for anything containing Social Security numbers, bank details or scanned identification — none of which should ever be sent to us by email.
Using The Portal
Send documents safely
Upload W-2s, 1099s and statements over an encrypted connection rather than as email attachments.
Review and sign
Read the draft return, ask questions, and sign your e-file authorization electronically when you are happy.
Keep your copies
Prior-year returns stay available, which matters more than people expect when applying for a loan or a mortgage.
Trouble signing in? Call the office and we will reset your access. 770-736-1400
Get Help Today
Get a free consultation – it’s fast, easy, and may end up saving you from your tax worries.