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The Client Connection Suite service which unites eSignature and Link to help our clients.

Link is a secure online portal that helps getting the client information in an organized and convenient way.

Usually it takes an average of 7 days for a client to sign and return the 8879 form causing delays in our ability to eFile. eSignature can reduce it to minutes.

Our firm will send engagement letters, questionnaires and checklists based on prior year returns in a single email request. No more printing, collating, stuffing, labeling and shipping organizers that our clients don’t use.

With this new service:


  • Our clients will receive our request and send their signatures within the same day

  • Eliminate the time associated with traditional print and mail processes

  • Give our clients the modern convenience they want


Avoid the risk of sending  our clients' confidential information by mail, email or unsecured file-sharing and protect them with 256-bit encryption.


Request client data and rely on automated reminders to help us get everything you need, when we need it, to complete returns faster. 


Import our clients' data into the their return directly from their financial institutions and uploaded documents to make it much easier for them. 

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