TAX DOCUMENT MANAGEMENT
PLEASE DO NOT USE THE CLIENT PORTAL FOR INDIVIDUAL TAX DOCUMENTS
We do not receive notifications when individual tax information is uploaded to the client portal.
For Individual Tax Clients: Use TaxCaddy
TaxCaddy is for individual tax clients. TaxCaddy simplifies the process of securely gathering and sharing your tax documents. It offers a convenient way to:
- Upload and organize your tax documents.
- Access your tax information anytime, anywhere.
- Electronically sign forms and track your filing status.
With TaxCaddy, you can electronically receive your tax organizer, securely upload your documents, and communicate directly with your tax advisor—all from your computer, smartphone, or tablet.
If you plan on sending personal tax information electronically, please do so through TaxCaddy.
- Learn more about how TaxCaddy works and its benefits here.
- Learn about navigating the TaxCaddy software and document submission process here.
For Business Clients and Other Services: Use Our Client Portal
Our Client Portal is designed for business clients and other services. It provides a secure platform for:
- Uploading sensitive documents.
- Accessing and reviewing completed forms and reports.
- Communicating securely with our team.
The Portal acts as a centralized hub for document sharing and collaboration, ensuring your information is managed securely and efficiently.
Need Help?
If you’re unsure which platform to use or have questions about accessing your account, we’re here to help. For assistance, contact us at contact@brinkersimpson.com or call (610) 544-5900.