My Satty/Client Portal

2022 Tax Organizer (Coming Soon)

2022 Letter of Engagement (Coming Soon)

2021 Engagement Letter

Satty ShareFile is the automated way of safely sending all types of sensitive documents to your accountant.

Satty FastSupport allows us to login to your system in order to help you solve issues around your financial or taxation situation.

Enjoy automated delivery, review and signature of your federal and state income tax returns.

While we can't get rid of your tax-filing requirement, we can make the process hassle-free by using SafeSend.

With the latest technological advancements of SafeSend Returns, you can complete the delivery, review and signature of your federal and state tax returns from the convenience of your computer, smartphone or tablet.

User-friendly and highly secure, SafeSend Returns is an easier way to manage your tax return. The process is simple. Just review the video that applies to you, either individuals or business.

Business Instructions w/K-1 Distribution

Individual Instructions