At Convenient Tax Service, more of our clients are looking for secure and easy was to communicate with their preparer.
NEW THIS YEAR! We offer SecureFilePro through Drake Software to securely send and receive documents and information.
You can either send us your documents through our GUEST EXCHANGE or Contact Us and request a CLIENT PORTAL be created for youl.
Guest exchange is a secure way to send documents to your preparer without creating a client portal.
Contact our office if you would like us to create a client portal for you so that you can communicate with your preparer, send and receive files and tax files, and access prior year returns.