SECURE TAX CLIENT PORTAL!  User Friendly!  You can use Portal, or choose the Encyro Non-Account method provided below.

To those of you who wish to file your taxes from the comfort of your home, I offer you a portal option.  User friendly way to exchange documents, e-sign forms and a way to keep everything secure.  This portal offers mobile and desktop options. 

We will be using a Secure Client Portal to share information, secure document exchange, e-sign of forms and other documents.   Creating an account is simple. You'll be up and running in no time.  You can use desktop version/web version or the app. 

If you wish to opt out of this option, please just let us know and we will remove you from Client Portal.   This is optional for tax year 2023 but for the most part, we will be using this format as much as possible.  Moving forward we will be using this method for e-sign for all possible clients as this streamlines processing. The portal is provided by TaxDome software which is licensed to me. 

I appreciate you taking the time to set up your account and utilizing these safe secure options. 

TaxDome Mobile App option is an easy way to share files and sign documents with ease:  

 TaxDome Client Portal on the App Store (apple.com)  

  https://portal.susanbaumtaxservice.com/login 

Encyro option can be mobile or web based and easy way to exchange documents and sign with ease and not having to have an account set up.  Scan the code and you can use your phone to upload documents, sign tax forms, and even just send me updated email. 

Secure uploads made easy. (encyro.com)   

Any Questions, please don't hesitate to ask, I have videos on how to use all the options or can walk you through when time permits.