Need to send us something? Please don't email us documents that contain sensitive information such as Tax Identification numbers (SSN/EIN). Instead use our secure Client Portal to safely share documents with us. You have the option of creating a personalized account and login, but you are not required to. If you prefer not to create a login ID and password for our site, you can still upload documents to us, and receive documents from us, using our Guest Exchange feature, which can be found to the right of the login screen on our Client Portal Homepage via the link below.