Secure client access
Your DeFi Accountancy Client Portal
Use the secure portal for sensitive tax documents, electronic signatures, tax-return review, and ongoing access to your available records.
Everything you need in one secure place
The portal is available to current clients and new clients who have been invited to begin working with DeFi Accountancy.
Upload Tax Documents
Send W-2s, 1099s, business records, and other requested tax documents securely.
Sign Engagement Letters
Review and electronically sign the documents needed to begin your engagement.
Review and Sign Returns
Review completed tax returns and provide signatures before filing.
Access Your Records
Return to your personal or business portal whenever you need your available records.
New to DeFi Accountancy?
Request a consultation first, and we will help you with the right next step and portal access.