Jennifer L. Carr, CPA

Tax & Accounting Services

If you would like to have a Secure Client Portal, please email us at and provide the email address you want to use with the portal.

When you upload documents to the portal, please open your client folder and place your documents in the "Client Uploaded Documents" folder. Documents must be uploaded as PDF files.  Please do NOT combine all of your tax documents into one file.  

If you choose to receive your completed tax return via the portal, you will receive an email notification when it is available with detailed instructions; the return will be found in the "Firm Uploaded Documents" folder.  Signed tax documents should be placed in "Client Uploaded Documents."

Documents are only retained in the portal for the current calendar year.  Be sure to download any files you wish to save for your records.

Creating PDF Files With a Smart Phone:

Social Security Numbers should never be emailed.

Once scanned, tap the name above the document and select Rename to name the document according to it's type.  

You can then select the camera icon to scan the next document into the Note.  

Tap a document to open it and save to Google Drive, Adobe or Files for uploading to the portal.