Secure Client Portal
A secure place toexchange your files.
To protect the privacy of our clients in accordance with IRS regulations, we are unable to send tax information via email or fax. All tax information sent in electronic form is completed using our Secure Client Portal.
Getting started
Secure bydefault.
Our portal is a safe, secure way to send and receive files. We automatically create an account for all of our clients.
If you need assistance logging into your account, please contact our office at (903) 561-5859 and ask for Andrea Holcek or Chad Maddux.
Third-party disclosure
In order to disclose tax information to a third party, we must have your prior express written consent on file. To request a copy of the Consent Form, please contact our office. Once we receive your completed written request, we will forward the requested documentation to the authorized third party.