Secure Client Portal

THIS FEATURE IS ACTIVATED BUT YOU MUST FIRST REQUEST ACCESS FROM OUR OFFICE AND PROVIDE US THE EMAIL ADDRESS YOU PREFER TO USE. YOU MAY EMAIL US AT tax-prep@sbcglobal.net OR CALL US AT (817) 498-6833 TO MAKE YOUR REQUEST AND PROVIDE YOUR PREFERRED EMAIL ADDRESS. WE WILL ESTABLISH A CLIENT FOLDER FOR YOU. 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. PLEASE NOTIFY US ONCE YOU HAVE DONE SO, BECAUSE THE SYSTEM MAY NOT ALWAYS NOTIFY US WHEN YOU UPLOAD DOCUMENTS TO THE 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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