Secure Client Portal

Upload your tax documents to our secure client portal, or:

• Contact us at (615) 274-9640 if you don’t have access to the portal already.

• Drop off your tax documents at 138 Allisona Road, Eagleville, TN 37060.

Please Note:

• Upload PDF files or Excel spreadsheets only.

• File names CANNOT include special characters such as ?!&*#@%=+.

• You can upload a ZIP file if you have a lot of files to send to us.