Client Portal Your Client Portal gives you access to the following: Web Organizer Attachments My tax Documents File Exchange Web Organizer is a secure way to electronically input and submit your data for your current tax return to our firm. In addition you can choose to create a PDF copy of the Web Organizer and print it out if you prefer. Attachments allows you to upload all source documents that go with your current year tax return. My Tax Documents allows you to view or print any completed tax returns that our firm has uploaded to your portal as well as any actionable items you have for your current year tax return. File Exchange is our secure file transfer system which allows you to upload files directly to us or download files we have uploaded to your portal - files remain for 14 days and then are removed.    If you do not have a portal set-up please contact us at 508 879-2041 or e-mail rwhitney@whitneygore.com