The final tax deadlines of the year are approaching. If you still need to send tax information to us, we encourage you to use our secure, online client portal, which can be accessed at any time from our Client Tools page.
How to Upload Files to Your Portal
- Select the folder that you want to load your files into. (If you do not see a list of folders, select “ClientFlow” from the left sidebar.)
- Click “Upload”.
- Click “Select Files”.
- Choose the files that you want to upload.
- Click “Upload” again to change the file status from “Pending” to “Uploading”.
- Our firm will be notified once you have uploaded your files.
In addition to sending information to our office, you can also access your tax returns and financial statements through your portal.
If you need your portal account information, please contact us for help.