The security of your personal and financial information is of utmost importance to us. To protect your sensitive data and to comply with recent laws and regulations, we are implementing a secure online portal service for sharing and storing tax documents electronically. In addition to being secure, we believe you will find this method to be extremely convenient and time-saving.

 

What is a iFirm?

iFirm is a convenient electronic storage space in which files can be effortlessly uploaded, downloaded and/or stored, while maximizing the security of sensitive information.

 

This portal deploys 256-bit SSL, an encryption level similar to what many banks provide through online banking, to help protect against unfortunate events like identity theft.

 

What does this mean for you?

You will be able to:

• Quickly view, download or upload financial information 24/7 (internet access required)

• Access your information on-the-go with mobile apps for smartphones and tablets (Android and Apple devices only)

• Securely upload requested documents without faxing or traveling to the office

• Instantly share financial information with those who need it

• Relax knowing your information is under maximum protection at all times

• Optional – Store or backup financial information to a secure location for a small fee

 

New users:

You will receive an email instructing you how to register your new account. This email will have the subject line: “iFirm Guest User Setup”. Follow the steps contained in the email to register and begin using your account. If you forget your password, you can reset it at any time from the “Login" screen.

 

We hope you enjoy using this great new service.