Instructions for MyMoneyLink

If you want to send your tax documents to us electronically then you will need to follow the steps below:

  • Contact us to obtain a secure link to my document storage tool.
  • Create electronic versions of all your tax documents
  • Click on the Client Portal button on the home page of this website
  • Enter your email address and your password created with your initial link to the site
  • Then either select your files or drag and drop your files into the tool
  • You can log into the storage site as often as needed and upload as many documents as needed
  • I will also use this site to share documents with you.