Secure Portal Instructions

Our Secure Portal is used to exchange files between client and preparer to share information.
It allows you to access your complete, traditional tax return copy. In Addition, you can share your tax documents with us.

To view/download documents using Secure Portal:

Login to Secure Portal.
Select "From Preparer".
Any available documents will appear in the viewing window on the right of your screen. Click the Download icon next to the document.
Select "Open" to open the PDF on your device or "Save" to save the PDF file to a location on your device.

To upload documents using Secure Portal:

Login to Secure Portal.
Select "To Preparer".
Click on the Upload icon.
Search for the file on your device to upload and click "Open" to add it.
Select your preparer's name from the dropdown list.
The file will display under the button. Click the "Upload Files" button.
Your preparer will automatically be notified that you ahve submitted a file.

To view/download documents using Guest Exchange:

Click on the Download button in the Guest Exchange box.
Enter your email address and the Download Code sent to you in the email from your preparer. Click "Submit".

To upload documents using Guest Exchange:

Click on the Upload button in the Guest Exchange box.
Enter your name and email address (confirm email).
Select your preparer's name from the Recipient list.
Enter any comments you want your preparer to see in the "Message" field.
Click on the "Select" button.
Find your file(s) on your ocmputer and click on "Open".
Once your files have been selected, click on "Submit".

To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.

Services offered only where licensed to do business. Currently licensed in AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

Securities and Advisory Services offered through Harbour Investments, Inc., Member FINRA & SIPC Mennenga Tax and Financial and Harbour Investments, Inc. are not affiliated entities. Harbour Investments, Inc. does not offer tax or legal advice.