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Secure your tax & accounting practice

Keep your practice and clients safe by prioritizing security and compliance at every level. Our secure platform empowers you to communicate and collaborate with clients from anywhere and hold onto your peace of mind.

Secure your tax & accounting practice

Keep your practice and clients safe by prioritizing security and compliance at every level. Our secure platform empowers you to communicate and collaborate with clients from anywhere and hold onto your peace of mind.

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How to Keep Your Tax & Accounting Firm and Clients Safe

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Secure client portal

Provide your clients a secure place to share confidential files, sign documents and send secure email messages—right from your website. These secure client tools will help to make managing your practice easier and less time-consuming.

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E-Sign with IRS-compliant Knowledge-Based Authentication (KBA)

Built-in, secure electronic signature (E-Sign) technology allows you and your clients to sign documents from the convenience of your computers, tablets, and even right from your smartphones.

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Secure your practice

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