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Secure Portal

Shotland Tax Consulting uses an encrypted portal to securely transfer client files and sensitive communications. It is for the exclusive use of our clients.  After receiving an invitation to set up an account, access is granted to a secure link.

In addition to sending and receiving documents, the portal is a great organizing tool. During tax season, it can be used to keep track of progress of your ‘to do’ list request from Shotland Tax Consulting. Throughout the year, you can send updates on life changes that affect your tax situation, or access and print your tax returns.