Tax Portal is a faster, more convenient and secure way to exchange documents with clients.
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24/7 access so you and your clients can securely upload and download files anytime, anywhere
E-mail notification to receiving party when a file is uploaded
Just about any file type, including documents, spreadsheets, photos and PDFs
Enter your email address, create an username & password
Enter the code sent to your email-address, then secure your account with a phone number.
Set an authenticator app such as: google authenticator.
