IMPORTANT CLIENT PORTAL INFORMATION:
In a continuing effort to best serve the needs of our clients we have further developed our client portal system. This will enable you to have easier access to your tax records, as well as easily and securely get documents to us for your tax return preparation.
This file sharing portal allows you to download the organizer to compile the information you need, upload scans and pictures of source documents, and download copies of completed returns. You will also have access to a mobile app that will allow you to take pictures with your phone of documents that will then be shared into your personal Efilecabinet file! This will make it much easier to quickly send us vital documents for your tax preparation needs.
Many of you have received an email from us to initiate the portal set up process. If you did not receive an email, we likely do not have your email address. Please visit the portal page and use the portal invitation request form. Please also include a current phone number to reach you, so that we can update our files.
Please know that our priority is to meet your tax preparation needs in a way that is effective for your circumstances. With this in mind, participation in the client portal is NOT mandatory. We believe the portal is a valuable tool, but we fully intend to continue providing personal service for our clients.
Jack Pound EA, LTC
Jonathan Pound EA, LTC