For tax client support, including safely uploading confidential information, select a specific portal below. We’ve also included video resources to walk you through the electronic tax organizer.
Send CONFIDENTIAL information to partners, tax department or audit department that you do not want to send by regular email.
If you are an advisor to a 415 Group client, view files that were loaded to your portal.
VIEW FILES
If you’d like to directly send documents, select a department or advisor below to get started.
Working with our IT team? Allow our IT team to remotely access your computer.
