Tax

Whittlesey utilizes GoFileRoom, a secure tool to exchange confidential information or other large files. Many of our clients and business partners prefer this portal to email.

If you would like to set up access to our client portal, or have other questions, or difficultly logging in, please contact us.

Please note: PDFs are our preferred document type. If you upload your tax documents as Jpegs, Heacs or Zip Files, they need to be converted into PDFs once we download them from your portal. So, when possible, please upload Word, Excel or PDF documents. Thank you!