Secure Portal

I am using a secure online portal via Client Xchange for you to send your tax documents.  Fill out the form below to request your email invitation.

Once you receive your invitation, click on the link in the email to activate your account.  Simply enter your name, a username and a password to get started.  After clicking the Get Started button, it will ask you security questions.  After your account is activated, you can start uploading and downloading files immediately.  You will receive an email from noreply@mytaxdocs.com whenever I have uploaded a file to your File Cabinet.  Similarly, I will receive an email whenever you have uploaded a file.  If you need assistance please contact me directly at taxforms1040@gmail.com.  Do not reply to the noreply@mytaxdocs.com as it is a no reply address.

Secure Portal Invitation Request