Client Center

At Weiss & Company LLP, we want to make the process of submitting and keeping track of your files as easy for you as possible. We continue to provide services and technology that makes the file transfer process easy and secure.

Weiss Client Portal

Client Portal is a secure online financial records and tax documents storage service. Clients and authorized users can also use the portal to securely upload tax documents and other files.

FileShare

FileShare is an encrypted online service that enables our clients to easily and securely transfer/exchange large documents and data to us without the file size limitations found in email.

SafeSend Returns

We are pleased to offer SafeSend Returns® to our clients as a secure, electronic tax return delivery system that includes, IRS compliant e-signatures, tax payment options and more.

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SafeSend Organizer

For the benefit of our clients we offer SafeSend Organizer®, an electronic tax organizer that provides our clients with a simple, secure, and streamlined tax preparation solution.

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