Your client can upload W-2s and other tax documents to your DWPro Portals site.

You can upload your client’s finished tax return and other documents. Your client can sign in and download whenever it’s convenient, from any computer with Internet access.

Works with DWPro Documents

Create a client folder and upload documents all at once, with one click

Custom-branded with your company logo and subdomain

Your site and files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents.

Don’t risk sending confidential documents openly by fax or email. Share and transfer them the smart, responsible way, with DWPro Portals.

Don’t risk sending confidential documents openly by fax or email. Share and transfer them the smart, responsible way, with DWPro Portals.

This is the space to introduce the Services section. Briefly describe the types of services offered and highlight any special benefits or features.

A mobile-friendly interface lets clients take photos of tax documents and upload them to your DWPro Portals site.

A prior-year summary helps clients gather what they need to send you for the new tax year.

Instant messaging allows communicating back and forth with clients within DwPro Portals.

An online electronic signature option lets you get signatures from clients on their mobile device or PC.

Online organizers let your clients provide tax information by filling out online forms.