Lockbox

Secure Portal & Document Sharing- Client Only Access

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The Online Document Management System includes a Secure File Exchange System that provides a secure, convenient, and easy way for us to exchange and share files.

Provides you with 24/7 access to tax returns, financial statements, and scanned source documents like W-2’s and stock transactions. You can safely store vital company information like employee data, corporation papers, and legal documents. All files are backed up daily and archived in our secure data-center.

  • Upload and share tax returns, financial documents and Quickbooks® files online
  • Hosted at Rackpace, the premier SAS70 Type II Certified Data Provider
  • SSL Security with 99% application uptime
  • Instant notification of new documents
  • Compliance with regulations such as state-level data encryption & privacy breach laws
  • Send sensitive data and documents
  • Receive secure responses to your messages
  • Prevent unauthorized use of confidential information
  • Web-based application – no software plug-ins needed
  • One year storage included with your paid tax preparation! Valid e-mail required.
  • Returning clients keep prior years for no additional cost!

Tools

Tax Updates & Business e-Newsletter

January 25, 2010
by: James • Tools

Free Online Personal Financial Software

October 17, 2008
by: James • Tools