Dear Clients, please use the section below to upload sensitive data and information to us.
Important Note: A password is required to keep your data secure while in transit and to alert us that a file is forthcoming. Uploaded files are only available for 6 days before they "self-destruct". Contact us to retrieve the password required to upload documents.
We also offer a Secure Client Portal with unlimited Document Storage that can be used for tax documents and returns, as well as other financial information.
Please call us to establish this feature offered at no cost to our Clients.