To help gather current information from you, we provide easy to complete checklists. We prefer you to complete them online in our Document Portal which allows us to instantly and securely get the information online. Step 1 – Login to the Portal….
When our work is complete, login to our Document Portal to review and approve with a digital signature. The secure portal is your digital document safe and means no more delays or postage costs when submitting and receiving your files. Alternatively: Your paper tax return may be posted to you, upon your request. You must sign […]
If you are struggling to access our Document Portal for the first time this is for you! There is a separate set of instructions if you have forgotten your password instead. Step by Step Instructions Find the invitation email sent to you from email@example.com (see above). Check your “Junk Email” folder! If you cannot find […]