Client Portal

Accounting, Taxes, and Consulting to Individual and Small Business Clients

Send Files Securely

By its nature, nearly all the work Tax Experience undertakes with our clients for tax returns, bookkeeping and consulting involves private and vital information.  We go to great lengths to protect the security and confidentiality of all such information and the materials and correspondence attaching or containing all such information.

All of our eMail accounts, yours and ours, have elemental security features such as unique logons and passwords plus security overlain by our respective ISP's.

Even so, we encourage both ourselves and you to take the further step of not sending documents as eMail attachments but rather transferring them directly and securely through the service we provide from Citrix, "Share File".  Once you have done it once and created your login, you'll find it easy and convenient.  So please....