Client portal
Secure document exchange
Share documents with us securely. Only you and the TaxModel Services team can see the files you upload.
Loading…
Welcome
Upload documents
Your documents
Two-step verification
1. Scan this QR code with an authenticator app such as Microsoft Authenticator or Google Authenticator.
Can’t scan? Enter this key manually:
Client access Admin
Only these email addresses can upload documents. Add a client here, then ask them to create an account with the same address.
Meeting requests Admin
| Received | Contact | Preferred | Topic | Status |
|---|
Messages Admin
| Received | Contact | Message |
|---|
Quick Scan results Admin
| Received | Contact | Revenue | Overall | Lowest dimensions |
|---|