Upload and receive tax documents safely through our Intuit Link Portal.
Returning Clients
Already invited to our portal? Sign in here.
New clients/ Not invited yet
Portal access is by invitation only. You may contact our office to request an invitation. We’ll email your secure portal link within one business day.
How it works
- Request access (new clients) or sign in (invited clients)
- Upload your documents
- We’ll review your documents and contact you if we need anything, and share finished returns there for e-signature/download.