Secure Client Access
Client Portal
I offer a secure portal to all clients for safe delivery of documents and secure email. With a quick email invitation from me, you will have access to your very own secure portal.
Already a client?
Click below to access your secure portal. If you haven't received your invitation yet, call or message Mary Ellen to get set up.
- Safe delivery of documents
- Secure email communication
- Bank-level encryption
- Available 24/7
Call or Message to Get Set Up
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WHAT YOU CAN DO
Everything in one secure place
The client portal makes it easy to work together securely — no more emailing sensitive documents back and forth.
Upload Documents
Securely send W-2s, 1099s, receipts and any other tax documents directly through the portal.
Secure Email
Communicate with Mary Ellen through encrypted secure email — keeping your information private.
Access Returns
Download your completed tax returns and important documents anytime from any device.
YOUR SECURITY
Your data is always protected
We take the security of your personal and financial information seriously.
Bank-level encryption
256-bit SSL on all data
Secure storage
Protected servers only
Private access
Only you and Mary Ellen
Verifly certified
Industry-leading security
Ready to work together?
Schedule a free consultation and let's build a plan that works for you.