Please do not use email to send me tax documents, social security numbers etc.
We can send you a link to your email from which you can use your smart phone, desktop, tablet to complete all your tax filing tasks with us online. Upload photos of your W2s and other documents, update profile, bank info, secure messaging, sign, and pay for your return.
Todd's Tax Service LLC
Client Portal
Coming in 2023...the new Todd's Tax Service Mobile App which will allow Apple and Android Users to manage all aspects of their tax prep experience from their phone.
Todd's Tax Service LLC
The Mobile App is now available. Download "SecureFilePro" from your Google Play or Apple App Store. The User Name and Password will be the same as that used on the web based portal. (Email or text me to set up your account).
Our secure client portal offers the most secure way to exchange documents between our office and yours!
All transmissions are secured with 256-bit SSL encryption and files are encrypted at rest on the server.
Simply ask and we will upload a copy of your return and signature documents to the portal for easy download to your local hard drive. Files are available for 30 days only before being dropped from the portal.
We will provide you with a password used to open the pdfs. (This is different from the password used to log in to the secure portal website.) We do this as an extra level of security for your protection.
The new "Guest Exchange" feature on the portal allows you to upload documents without establishing a unique account. Simply follow the instructions and your document will be sent to me securely.