What is CPA Safe?
Using a private and secure login you can access stored documents and data or upload tax and accounting information in one convenient location from any device, at any time. As a complimentary service to our clients, we setup your secure access to CPA Safe.
You will receive an email to initially grant access to CPA Safe. Using our website, click the Client Login link and enter your personalized login and password. If you need assistance call us.
What do I do if I forgot my password to CPA Safe?
We do not keep your password. On the client login link use the “forgot password?” and follow the steps to set a new password. If you need assistance call us.
What do I do if I need a copy of my tax return?
Your tax returns are available on CPA Safe. Use the client login link on our website & print your tax return. For security purposes we do not email copies of tax returns. If you need assistance call us.
How do you use file exchange?
This is a feature available on CPA Safe. You can upload or download files and documents. Files or documents are transferred securely and stored up to 14 days. If you need assistance call us.
How do I become a client of your CPA firm?
Call our office to discuss your needs.