Wallace Neumann & Verville, LLP uses a client portal to securely exchange files with clients. The portal is very similar to online banking in that your tax returns, along with any other documents you request, are available to you for download whenever you need them. The portal is also great for uploading files to us that are too large for e-mail. The portal uses 128-bit SSL encryption, so you can exchange files with us knowing your personal data is protected.
Many clients have asked us how to download and upload files to the portal, so we have provided videos below which will walk you through the process (please maximize the video window to view it better).
Downloading Files:
Uploading Files:
