Client Portal

We are equipped to provide an online client portal that allows you to securely send W-2s and other tax documents to our office in a safe, convenient way. The portal also lets you sign documents electronically and access your completed tax return from any computer with internet access.

Your information is protected with industry-standard security measures—every transmission is encrypted, and you can only view your own documents. You may create a portal account or use the Guest Exchange to upload and download documents without setting up an account.

You can choose to create an account on the portal, or you can download documents via the Guest Exchange (no account set up necessary).If you have any trouble accessing the portal, please call our office at 352-357-2343 or email us at amy@garrisontaxes.com.

Portal Options

1.Use Guest Exchange
Download files through secure exchange
No account necessary
Click this link to access exchange
https://garrisontaxes.SecureFilePro.com

2.Create Online Portal Account
Upload or download files
E-sign documents through portal
Access saved documents

(If you are interested in setting up an online portal account, please send us an email and we will activate your account. You will receive an email (amy@garrisontaxes.com) with your username and instructions on how to verify and create your password so you can access your account moving forward.)