A-1 Tax Service, Inc.

Secure Client Portal   

A-1 Tax Service no longer accepts documents via email. We prefer our clients to use our secure client portal. This is designed to give you a convenient and secure way to exchange information with your tax preparer. Our secure client portal gives you the ability to safely and easily send your documents and files to us. Sensitive and confidential data is protected and shared securely. Uploading files is simple and more secure than attaching to an email!


If you have a login for our secure portal, click here and enter your username and password.

If you do not have a login, you may use our Guest File Transfer by clicking here.

  1. Click on Upload.
  2. Enter your name, email address and message to your tax preparer.
  3. Click on Select and choose the files you want to send.
  4. Click on Upload.


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