Secure Client Portal

THIS FEATURE IS NOW ACTIVATED BUT YOU MUST FIRST REQUEST ACCESS FROM OUR OFFICE. YOU MAY EMAIL US AT tax-prep@sbcglobal.net OR CALL US AT (817) 498-6833. WE WILL ESTABLISH A CLIENT FOLDER FOR YOU USING YOUR PREFERRED EMAIL ADDRESS. YOU WILL RECEIVE AN EMAIL NOTIFICATION FROM THE ShareFile SYSTEM THAT A FOLDER IN YOUR NAME HAS BEEN SET UP. AT THAT POINT, YOU WILL CREATE YOUR OWN PERSONAL USERNAME AND PASSWORD TO LOG INTO THE SYSTEM. THEN YOU CAN BEGIN UPLOADING PERSONAL AND/OR TAX SENSITIVE INFORMATION/DOCUMENTS TO THIS SECURE CLIENT FOLDER. THANK YOU FOR WORKING WITH US TO KEEP YOUR PERSONAL AND TAX INFORMATION SECURE IN HELPING YOU “Pay YOURSELF, not the IRS!”

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