Stanek Tax Services
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Stanek Tax Services Document Transfer Portal Instructions

Click here to login to your portal account 
Secure Client Portal

About the Stanek Tax Services Portal:

Stanek Tax Services uses Client Xchange to electronically transfer files between our office and your computer. Client Xchange is a service of TaxAct Software, a professional tax and accounting software that we have used to securely prepare and e-file your returns.

The Stanek Tax Services portal provides you with a secure way to exchange confidential tax documents safely and conveniently. You can send and receive documents anytime, anywhere.

Your files are always protected by tough, industry-standard security measures. All transmissions are secured with 256-bit SSL encryption and files are encrypted on the server.

The Stanek Tax Services portal offers you a smart and responsible way to share and transfer your confidential tax documents, Security, reliability and privacy are built in, which cannot be said for sending documents openly by fax and e-mail.

Registering:

For new clients, we will begin the registration process before or at your first appointment.  If you are an existing client without a portal account, please contact us to initiate the registration process.     


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  • Home
  • About
  • Services
  • Forms
    • Business Expense Worksheet
    • Business Professionals
    • Clergy
    • Direct Sellers
    • Entertainers
    • Firefighters
    • Flight Crews
    • Generic Tax Organizer
    • Law Enforcement
    • Realtors
    • Self Employed
    • Truckers
  • Links
  • Blog
  • Testimonials
  • Contact Us
  • Location
  • Client Portal