How to view files in File Exchange

How to upload files to File Exchange

Additional Portal Login Instructions

Login To Your Portal

The Client Login button is located on the top and bottom of each page on our website. Enter your login (username) and password. If you require assistance with either username or password, please call our office during regular business hours and we will be happy to assist you.

To view and retrieve documents such as tax returns:

• Click on your name on the left side of the page after login
• Click on Tax Returns
• Click on the Year you would like to view
• Select the return you would like to view or download

To securely Upload and Send Documents to Us:

• Go to File Exchange (found on the left-hand side of the page after you have logged on)
• Choose the Permanent or Temporary file options ONLY. Temporary files will remain on the portal for 14 days.
• Select Upload
• Browse for your file that you would like to send us, select it then select Upload
• We will receive an email once the file has been uploaded to your portal