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Client Portal

Business Master > Client Portal

Data Vault

You can securely send us your documents through our file share encryption Data Vault. Here, you can also send us a message with your documents. And we can share documents with you securely as well with our encrypted Data Vault. No sign up is necessary, simply send your documents without signing up as a new user. Once your documents are sent to us a file folder is automatically created for you. The Data Vault saves you time, gas and the hassle of driving to a tax office. You can sign your documents via electronic signature. To get started simply click the
Data Vault button below, submit your documents and we will begin working on your tax return and contact you. Please leave a phone number and email so we may contact you. Thank you.