PTS Client Portal

Our firm values your privacy and our “PTS Client Portal” allows you to deliver documents to PTS securely and conveniently. Rather than use email, we encourage you to use this simple system to share information that is sensitive or confidential.

You have two options when using this system:

Option 1 – Click on the links below to upload files directly to us. That’s it! We will receive an email alerting us that the information has been received.

Option 2 – You can also create a ShareFile folder. ShareFile creates a folder in our portal specifically for you. Your private folder can be used to exchange information with PTS. You will be able to receive information as well as deliver it.

If you are interested in using the Client Portal ShareFile feature, please contact our office to get started. We will set-up your secure account and email you to activate your ShareFile folder. After that, you can use the Client Portal ShareFile for secure messaging and electronic document and file exchange. Please see the “Guide: Using The Portal” on our website under the PTS Client Portal tab after you’ve received your secure portal login information.

Your tax professional will be notified whenever you send a message or document through the Client Portal.