Secure Documents
Use the approved secure portal link provided by Accounting Karma for confidential tax and accounting documents.
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Client Portal
Accounting Karma provides secure document-sharing instructions to clients as appropriate for the engagement. Do not send sensitive tax documents through ordinary email or the general contact form.
Use the approved secure portal link provided by Accounting Karma for confidential tax and accounting documents.
Contact the office to schedule consultations, follow-up meetings, or engagement discussions.
Review the engagement-specific checklist or request sent by the firm before uploading documents.
Questions about access or a document request? Contact Accounting Karma before sending sensitive information.
Contact the office using the information already associated with your client relationship. Accounting Karma can confirm the appropriate secure workflow for your engagement.