Portal Features
Everything you need to manage your tax and bookkeeping in one place
Secure Document Upload
Upload W-2s, receipts, and documents with drag-and-drop
- Drag-and-drop file upload
- Automatic categorization
- Bank-level encryption
Document Library
Access all your tax returns and financial reports
- 7-year document storage
- Organized by year & type
- Search & filter
Download Reports
Export financial statements and tax documents
- P&L and Balance Sheet
- Tax returns (PDF)
- Custom date ranges
Direct Messaging
Chat with your dedicated account rep
- Secure messaging
- 24-hour response time
- File attachments
Notifications
Stay informed on deadlines and updates
- Filing deadline reminders
- Document status updates
- New message alerts
Audit Trail
Complete record of all activity
- Upload timestamps
- Review history
- Filing confirmations
Bank-Level Security
Your data is protected with enterprise-grade encryption and security protocols
256-bit Encryption
All data is encrypted in transit and at rest using the same standards as major financial institutions.
Multi-Factor Authentication
Optional 2FA available for additional account security and protection.
Regular Security Audits
Our systems are regularly reviewed and tested to ensure the highest security standards.
Compliance Ready
Built to meet IRS document retention requirements and industry best practices.