- 781-330-5013
- info@taxsmartservice.com
- 709 Moody st, Waltham,MA
- 781-330-5013
- info@taxsmartservice.com
- 139-2 Moody st, Waltham,MA
Secure Portal
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Seamless Communication, Global Impact.
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info@taxsmartservice.com
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Call : (781) 330-5013
Fax : (781) 899-0033
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709 Moody st, Waltham, MA 02453
Common Questions
Secure Portal – Frequently Asked Questions
We know you have questions about sharing your documents securely. Here are the answers our clients ask most.
The secure portal is a safe online space where you can upload your tax documents, sign forms, and communicate with us—without needing to visit the office..
You’ll receive an email invitation with a link to create your account. Once set up, you can log in anytime from your computer or phone.
Yes. The portal uses advanced encryption (similar to online banking) to protect your data and follows IRS security guidelines to keep your information secure.
Yes. You can upload documents directly from your phone, tablet, or computer—anytime, anywhere.
You can upload W-2s, 1099s, ID documents, prior tax returns, and any other files needed to complete your tax return.
Yes. You can securely review and e-sign your tax documents directly through the portal—no printing or office visit needed.
Yes. You’ll receive email notifications when we upload documents, request information, or when your return is ready to review.
Yes. You can fill out your tax organizer or questionnaire online, making the process faster and more accurate.
Yes. You may be able to pay for your tax preparation services securely online, depending on the options we provide.
You can easily reset your password from the login page. If you need help, just contact us and we’ll assist you.