Secure Information Sharing

This form allows the client to securely share their information. Items such as Banking Account & Routing Numbers, Social Security Number, EIN, Account Login & Password Information, and other secure information should not be shared in emails. 

You may instead input the information here, and it will be securely sent to your bookkeeper, tax preparer, or other team member.

arrow&v

Thanks for submitting!
We will ensure this is sent to the necessary team member.