Client Forms

Document Exchange Portal

We provide our clients a highly secure way to exchange sensitive documents through an online portal. The portal allows our clients to upload important accounting and tax documents. It also allows our clients to view and download copies of accounting reports and tax returns we have prepared.

If you already have access to your own portal, click on the link below and you will be directed to a website where you can sign in.

 

Login

If you don’t have access to your own portal yet but would like to, please email us at info@dufaultcpa.com and we will get you signed up after we perform a verification process.