Secure Upload Portal

Tuesday, May 18th, 2021
A Secure Upload Portal

Over the last few months, we’ve met with more clients than ever who have told me that their number one concern is the future of taxes. Most people are of the opinion that taxes have nowhere to go but up. I am of the same opinion. There are a lot of reasons for this, and I have covered most of those in previous communications.

Helping clients proactively plan for increasing taxes is something we take seriously and the best way to understand what is going on for an individual or a family is to dig into their tax return.

One of the things we’ve been working on is a way for clients to send their tax returns and other documents to us in a more secure way than email, fax, or traditional mail. We are happy to announce that after talking with some of the top companies in the secure data exchange space, we have chosen a company to partner with. Sharefile by Citrix is a leader in the industry and we believe this will allow for a more secure exchange of data going forward.

You’ll have a couple of different ways to upload documents.

  1. Email Link- We are able to send you a secure link that you can click to upload documents to send to us. You’ll also receive a confirmation once the transfer is complete.
  2. Website Link- We will have a brand new link on our website that you can use to upload documents. This link should be active in the next day or so.

We’ll send out some more information about how to use this technology in the next few days. My CPA has used this software for years and I have experience using it as a client. I can attest to its’ effectiveness and ease of use. The technology is fantastic and we are always looking for better ways to serve our clients.

I also know there will always be a small portion of folks who will never be comfortable with anything electronic. If that’s you, we will still use traditional mail.

Thanks again for the trust you’ve placed in our firm!

-Lee