Secure Client Data Vault

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Access your SECURE CLIENT DATA VAULT
===== Click the DROBOX WIDGET =====
to access your My2015Taxes Client Files

Step 1
Locate your CLIENT REGISTRATION welcome e-mail
Follow the SIMPLE steps to establish and
Register your FREE DropBox.com PERSONAL account

​Step 2
Log in to your DropBox.com account 

Step 3
Your My2015Taxes Client Folder is ready to
Upload or Download IMPORTANT TAX related information

Step3U If you wish to PROVIDE us with new or additional: 
  • documents
  • files
  • statements
  • other important information
UPLOAD these items to your add them to your private
SECURE CLIENT FOLDER

Create FOLDERS & related FILE NAMES
When providing important additional or requested files or documents, try ADDING a new FOLDER.  Name the new FOLDER with a TITLE relating to either the TOPIC, PAYER, DATE or other ID relating to this item.  

​Step 3DIf you wish to RETRIEVE
  • completed tax returns
  • documents
  • files
  • invoice
  • other information
View or DOWNLOAD any of the items contained in your private SECURE CLIENT FOLDER