Client Portal
We exchange documents through TitanFile, an encrypted file-sharing service built for exactly this — so your tax records never travel by email.
A safer place for the documents that matter most
Tax documents contain the exact information identity thieves want: Social Security numbers, bank account details, income history, and dependent information all in one package. Email was never built to carry that. Messages sit unencrypted on servers, get forwarded, and stay searchable in inboxes for years.
The client portal exists so none of that is necessary. Files are encrypted in transit and at rest, access requires your own credentials, and everything related to your engagement stays in one organized place rather than buried in an inbox.
- Secure document exchangeSend W-2s, 1099s, statements, and receipts from your phone or computer instead of attaching them to an email.
- Large files without the bounceFull QuickBooks backups and multi-year document sets go through without hitting an email attachment limit.
- Messaging that stays with your fileQuestions and answers stay attached to the documents they are about, instead of scattered across email threads.
- Documents we send you, tooCompleted returns and supporting schedules come back the same secure way they went out.
A note on security: we will never email you asking for your portal password, and we will never ask you to send a Social Security number or bank details by email or text. If you receive a message like that claiming to be from us, do not respond — call (239) 492-6784 and check with us first.
Already a client?
Sign in with the credentials you created when you were invited.
Opens in a new tab on TitanFile’s secure site.
New client? Here's how access works
Three steps, and the first one is on us.
- 01
We send your invitation
After your consultation you receive an email invitation from TitanFile to set up your account. Check spam if it has not arrived within a day.
- 02
Create your password
Set a strong, unique password and turn on two-factor authentication if offered. It takes a few extra seconds and it protects the most sensitive documents you own.
- 03
Send your first documents
We give you a checklist of exactly what we need. Send things as they arrive — you do not have to wait until you have everything.
Trouble getting in?
Locked out, never received your invitation, or changed email addresses? Contact us directly and we will get you back in — usually the same business day.
Not a client yet?
Book a free consultation and we will get you set up with portal access as part of onboarding.