Your own page with us: the details we hold for you, who is preparing your return, and your appointments — with a link to reschedule or cancel each one.
Getting an account
Our office sets up your portal account after your first appointment. If you are a client and do not have one yet, ask at your next visit or call us at 717-254-4106.
Coming to the portal
- Uploading your tax documents securely instead of emailing them
- Signing engagement letters and consent forms online
- Seeing and paying invoices