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File Sharing

You can securely share files with us by uploading them to our Encyro portal.

Tax Organizer

To obtain an idea of the items we will need to prepare a individual tax return please download the tax organizer. The more accurate and relevant information is provided, the quicker and more accurately your tax return will be completed.

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Remote Access

We will use the software Splashtop to assist you if you are having issues with your accounting software or have other questions that would require us to see and have access to your screen. Click the button below to download the software and follow the instructions on the screen the pops up to connect with us.

Payroll Software

Businesses and employees can both access their payroll accounts through Patriot Payroll.

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