Client Portal
A secure home for your tax documents — coming soon.
We're finalizing the secure portal integration. In the meantime, please contact FTS directly for any document exchange.
Portal integration coming soon
FTS will use a secure, encrypted portal for document exchange, e-signatures, and engagement management. We won't ask you to email sensitive tax documents.
Contact FTS Phase 2
The Tax Intelligence Center
Once the portal is live, we'll layer in Xavier (AI assistant), personalized education, saved resources, and a knowledge base — all connected to your account.
Please do not upload SSNs, bank details, or tax documents to this website. FTS collects sensitive information only through secure, encrypted channels after engagement.