IMPORTANT INFORMATION - Please read the details below!!
Protecting your data is a primary concern for us and we take our responsibility seriously. We hope to keep this process simple but effective. Our portal exchange encrypts our communications and any data so we are not transmitting sensitive information via email, post, etc. This optional service provides our clients with a secure and fast means of communication.
Step-By-Step Instructions to upload documents to our secure portal:
Step 1: Click the button to take you to the portal.
Step 3: Fill out the information under the profile tab if needed and select the checkbox that says "Information is Complete".
Step 3: Upload files via the Upload button in the "To Preparer" section. All files will be encrypted and can only be accessed by the user and authorized Guardian CPA staff.