Client File Portal
Looking to electronically share data with us? We have your solution!
We use CCH iFirm software to allow you to safely and securely transfer data to us - tax forms, supporting documents, QuickBooks files, etc. We also use this software to transfer tax returns or other information back to you.
To use this feature, you mush first register on the CCH iFirm portal. If you have not done so or if your invite expired, reach out to us and we can resend the registration invite.
Once you are registered, please click the link below or the image to access the portal.
2023 Annual Tax Organizer
2023 Tax Organizer - Manual Input (to print and manually provide inputs)
2023 Tax Organizer - Electronic Input (to downlaod and electronically update - please let all pages download before using)
Please note, if the organizers asks for data that will be provided by other source documents (i.e., W2's, 1099, etc.), you do not need to manually enter the data on the organizer.