What is the Client File Upload Portal?
The Client File Upload portal is a secure means to import sensitive client information (like prior year tax returns, scans of your passport or visa, wage statements, etc) to CFO2GO without using email. (Email can be compromised pretty easily). Also, it takes just a few seconds to upload large files and will not clog up your or our email. You simply enter your unique ID code and registered email address with a brief description of the file you are importing - when it arrives ,we screen it for viruses, evaluate it, rename it, and store it on our server.
How can I use it?
You have to be a client of CFO2GO to use this portal. If you are interested in registering to use this portal, please click on this button - it will take you to our contact page where you can request to be registered for access.
Register
You have to be a client of CFO2GO to use this portal. If you are interested in registering to use this portal, please click on this button - it will take you to our contact page where you can request to be registered for access.
Register
