NetClient File Transfer Request

To upload documents for taxes to our secure NetClient Portal, you must request an invitation. These File Transfer requests are only open for 30 days, so please wait until you have gathered all of the documents you need for your taxes before requesting an invitation. If the 30 days expires you will need to request another invitation. Your invitation will come from

Note- you must complete and upload a Tax Intake sheet in order for us to begin your return.

[gravityform id=”2″ title=”false” description=”false” ajax=”true”]