This secure File Exchange Portal is specially designated for; Bankers, Lenders, Insurance Agents, Bonding Companies and other authorized third parties who have permission to receive Client's tax returns and financial statements.
Upon authorized access you will get a secure, password protected portal.
This portal will allow us to work efficiently together by securely exchanging confidential working documents, tax returns, financial statements, scanned receipts and very large files in an encrypted environment, while complying with federal and state laws.
To start using the Secure File Exchange please log in above or register here.
Please call us at 724-439-3455 if you need assistance.
