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TAG Accounting & Tax Services

Secure Client Portal

Your documents, protected end to end

Access payroll and submit sensitive tax documents through channels built for it — not email.

Get Started

Ways to connect, securely

Upload Tax Documents

Safely upload sensitive tax documents through our encrypted client portal instead of email.

What To Expect

Three simple steps

1. Log In

Use the link for payroll access or document upload above — no separate account setup needed for most clients.

2. Submit

Upload documents or review payroll information through the encrypted portal.

3. Confirmation

Our team receives your submission and follows up if anything else is needed.

Prefer to send documents another way?

Call our office and we’ll set up an approved alternative delivery method.