We use secure online portals to share documents and collect electronic signatures. Please use the links below based on what you are accessing.
TaxFolder
TaxFolder is used for digital signatures and file sharing.
Help and Instructions
- How to Sign a Document in TaxFolder
- How to upload documents to TaxFolder
- How to download documents from TaxFolder
iFirm Portal (Discontinued)
The iFirm portal is a legacy system and is no longer used for new work.
It remains available only so clients can download previously stored documents.
- iFirm was used for tax years 2013 through 2024.
- No new documents are delivered through iFirm.
Access iFirm (download existing documents only)
Important Notice: iFirm Portal Closure
The iFirm portal will be permanently closed in Fall 2026.
- All data stored in iFirm will be permanently deleted.
- Clients should download any documents they wish to keep before that time.