Client Xchange
Client Xchange is a secure web portal set up for you to safely send and receive tax files. Documents can be scanned or photographed and then uploaded. Access your files through the secure portal by pressing "ctrl" and CLICKING HERE.
SCAN YOUR DOCUMENTS. If your printer does not have a scanner built into it, you can scan documents on your phone. For iPhone and Android, a good app to use is Adobe Scan.
For instructions on how to use the Client Xchange, click HERE.
USERNAME. You will need a username and password. If you do not have a username, please request one by email. The link will come from a third-party site, so check your junk mail. If you forgot your username, contact me by email to get your username.
PASSWORD RESET. For security, I do not have access to your password. There is a link on the web page to reset your password.
Client Xchange is a secure web portal set up for you to safely send and receive tax files. Documents can be scanned or photographed and then uploaded. Access your files through the secure portal by pressing "ctrl" and CLICKING HERE.
SCAN YOUR DOCUMENTS. If your printer does not have a scanner built into it, you can scan documents on your phone. For iPhone and Android, a good app to use is Adobe Scan.
For instructions on how to use the Client Xchange, click HERE.
USERNAME. You will need a username and password. If you do not have a username, please request one by email. The link will come from a third-party site, so check your junk mail. If you forgot your username, contact me by email to get your username.
PASSWORD RESET. For security, I do not have access to your password. There is a link on the web page to reset your password.