How do I send my documents and information?

Clients can submit docs and info in various ways:

• you can send your documents via email or take a photo and share it with us.

• And you are highly welcome to drop off the docs in-person in our facility.

We prefer clients use Tax Umbrella Portal (a secure online portal)

 

Click Here for Portal Account:

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https://taxumbrella.securefilepro.com/portal/?domain=taxumbrella

Accounts are set up by us at no additional cost. Clients can then login and submit documents.

Tax returns can be signed electronically and then accessed through Portal.

Please contact us if you have any questions about creating or using the account.