The firm uses various tools to help you manage your account and stay up-to-date on the latest developments with your engagement.
Tax Engagements
We use SafeSend client portals to securely exchange documents and communicate throughout tax season.
- All tax documents should be uploaded through your SafeSend client portal.
- Your portal keeps files and communications secure and organized in one place.
- Portals can be accessed via desktop and mobile/tablet devices.
- Please be sure your portal is set up as soon as possible so you can receive communications and upload documents.
If you require assistance with setting up your client portal, please fill out the form below and one of our Client Experience Advocates will send you a secure email invitation to setup your account in SafeSend, within one to two business days.
SafeSend Client Portal Setup Assistance
If you need assistance with your client portal setup, please fill out this form.
All Engagements
Billing & Payments
- All invoices and payments are handled through Aiwyn for your convenience. Once an invoice is issued via email, you’ll be able to view and submit payment securely online. Access the payment portal here.
