We are excited to offer an online client portal, which provides our clients with a secure way to send W2s and other tax documents electronically to our office in a safe and convenient way. The portal allows you to sign documents electronically and gives us the ability to upload your finished tax return electronically, which you can sign in and download from any computer with internet access. The portal is protected by tough, industry-standard security measures – all transmissions are secure and encrypted and you are only able to view and access your own documents. You can choose to create an account on the portal, or you can download documents via the Guest Exchange (no account set up necessary). If you have any trouble accessing the portal, please give our office a call at 816-358-3400.
Two Portal Options
Use Guest Exchange
|Click to access exchange
Create Online Portal Account
If you are interested in setting up an online portal account, please send us an email and we will activate your account.
You will receive an email with your username and instructions on how to verify and create your password so you can access your account moving forward.
If you have any trouble accessing the portal, please give our office a call at 816-358-3400