Our NEW secure portal is hosted by SmartVault. You can access it here.
How to setup your account and upload files to SmartVault.
My goal is to provide an easier and more secure way of sharing files between you and your CPA.
Effectively, my old Box portal only allowed one way secure communication. Even then, it limited clients to one file to upload at a time. The new portal makes two-way sharing of files much easier. Eventually, I plan to provide most client copies via the secure portal. You will still have the option to receive a paper copy if that is your preference.
Please share any comments or questions with Drew.