Share documents and files in a secure environment.
The client portal will allow you to upload your documents in a secure environment that is accessible at anytime.
Please send a quick message if you would like a portal or if your portal needs to be reconnected.
Please refer to these FAQs to review the process and steps to accessing your client portal.
Electronic Signatures
It’s so easy! When it comes time to sign your tax documents, you will receive an email requesting your signature. Simply click on the Review Document button, follow the instructions to verify your identity and then sign. Be sure to click on the green Send button at the top of the page when you’re finished.
Here are step-by-step instructions on how to sign a document.
Watch this short video on how to sign a document.
Please note, you do not need to have a client portal just to sign a document. The client portal is only required if you want to upload your files electronically.
the creators of TaxCycle and DoxCycle
Peninsula Bookkeeping Services 