For existing clients

Client Access

Tax Pro Collective is preparing a secure client experience designed to make document sharing and communication easier for our tax preparation clients.

Secure client access

Secure Client Access Is Coming Soon

We are building a secure client experience for Tax Pro Collective tax preparation clients. Once available, clients will be able to use this page to access the secure system designated for document sharing and client communication.

Until then, current clients should contact Tax Pro Collective directly for instructions on securely providing tax information and documents.

Contact Tax Pro Collective

Please do not send Social Security numbers, tax documents, identification, bank information, or other sensitive taxpayer information through the public contact form.

Information That Requires Secure Handling

  • Tax documents such as W-2s, 1099s, and prior tax returns
  • Social Security numbers and personal identification
  • Bank and payment information
  • Identification documents
  • Messages containing sensitive taxpayer information

What You Can Send Through This Website

Use our public Contact page for general questions, consultation requests, and basic contact information only. Do not include confidential taxpayer or financial information.

Go to the Contact Page