Welcome to your Secure Client Portal. From this page, you can upload and/or download sensitive files securely.
Click Login to SafeSend to enter SafeSend Returns, our electronic tax return delivery system. SafeSend Returns is a user-friendly and highly secure technology solution that allows you to manage your tax returns from the convenience of a computer, smartphone, or tablet.
If you'd like more information regardign SafeSend Returns, a series of videos and documents can be found at: Client Assistance resources
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.