Client access
Confidential material belongs in the portal, not in email.
IRS notices, transcripts, bank records, and payroll detail are exchanged through the firm's client portal. Ordinary email is not a secure channel for identifying information, and the firm does not ask clients to send it that way.
How the exchange works
One channel, tracked from both sides.
- Upload notices and documents through the portal at any hour.
- The firm posts prepared returns, checklists, and correspondence to the same place.
- Access is by individual credential; sharing credentials is discouraged.
- System security and confidentiality are overseen by the firm's IT function.
- Retention and access follow the firm's records practices and applicable rules.
The portal is operated by the firm's third-party provider. Its security and privacy terms govern the exchange; review them before uploading.
Where this sits in the process
- 01Identify the IRS or tax concern
- 02Securely upload the notice
- 03Pay for and schedule the review
- 04Complete the financial intake
- 05Meet with Christopher
- 06Receive defined next steps
- 07Sign the engagement digitally
- 08Track documents and communication