Tax documents, valuation records, and case files move through an encrypted portal — never over email.
Every client receives a personal, password-protected portal account — included with every engagement at no extra cost.
Drag and drop documents from any device. Files are encrypted in transit and at rest the moment they leave your hands.
Returns, statements, and deliverables live in your portal permanently — no more digging through years of email.
A single forwarded tax return can expose Social Security numbers, account numbers, and salary history. For litigation and valuation clients, confidentiality isn't a courtesy — it's an obligation. The portal is how we honor it.
Client Login Request AccessNo. Secure document exchange is included with every engagement.
Anything with a Social Security number, bank or account numbers, full tax returns, payroll files, or documents related to a legal matter. When in doubt, use the portal.
Call the office at (801) 452-7051 and we'll reset your access the same day.
Schedule a consultation and your portal account will be ready before our first meeting ends.
Schedule a Consultation