Secure Client Document Exchange
Protecting your confidential financial information is one of our highest priorities. Each S&S CPA INC client receives access to a private document folder after engagement begins.
Request Access to Your Client Folder
S&S CPA INC currently uses private client document folders. To request access to your secure client folder, contact our office and we'll set up your access.
Confidential tax documents and financial records are exchanged through private client folders created individually for each client. We do not accept sensitive tax documents through unauthenticated uploads on this website.
Private Client Folders
Each client receives an individually-provisioned document folder for W-2s, 1099s, K-1s, bank statements, and supporting records — kept separate from other engagements.
Confidentiality First
Protecting your confidential financial information is one of our highest priorities. Access to each client folder is provisioned individually after engagement begins.