Client Axcess Portal is a secure, bi-directional electronic document exchange.
To request your Client Axcess Portal, click on the link below and complete the online request form.
* File size must be 2GB or less
Client Axcess User Guide
Best Practices for Scanning Tax Documents With A Mobile Device
Share Safe is a file-sharing solution that does not require our clients to have a log-in.
With this solution, you can send up to 20 files per message, LESS than 1 GB.
For those clients who have access to Share File, please log-in here.
