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Customer Portal
File Drop

Clients can easily & safely transfer files with confidence.  Quicker than mail, cheaper than a courier, and more secure than an e-mail.  Log in to access the portal and immediately transfer your files to your CPA.

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We are pleased to offer our clients the ability to automate the delivery, review, and signature of your federal and state individual income tax returns through SafeSend Returns™. User-friendly and highly secure, SafeSend Returns™ is an easier way to manage your tax return.  The process is simple:  Verify your identity, enter an access code, and follow the step-by-step instructions.