We offer our clients a secure document portal to collect and share tax
information. No waiting for the postal service to deliver your
paper forms.
Our office is notified when new documents
have arrived into the client's portal account. A great time saver and
secure, too. Though clients are not required to use this portal for the safe
handling of sensitive documentation, we encourage the use of our
Intuit "ProConnect-Link" service.
Client Login: Click Here
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Madison Portal
Login PageThe next safest way to get your sensitive
documents to us is by US mail, to our Post office box, mail from which
is retrieved daily. Please do not mail documents to our business office
location since the mailbox is not secured. However, Fedex or UPS will
come into our office to obtain a signature for delivery, which is
certainly safe. Faxing is another option. Please do not attach or send
sensitve material or text via email unless you are using an encryption
email service.
Call Lauren if you want to use this secure document portal service.