A more convenient, secure way to exchange tax documents with clients.

In the digital age, being able to exchange information securely, conveniently, and quickly. Americas Tax Firm uses a Professional Client Xchange that enables us to securely deliver and receive your documents, facilitating collaboration, and the ability to upload even the largest files from any device with internet access!

Client Portal Highlights:

  • You can send us information to be used in the preparation of your tax returns, financial statements, or other project.
  • You can request access to your prior year tax returns or source documents.
  • Payment to Employees by Check or Direct Deposit
  • Offers an encrypted electronic alternative to hiring a courier or using mail.
  • More secure than e-mailing information.
  • You will be issued a secure login to access the files in your Client Portal.

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