When you work with Convenient Accounting, your tax and financial records travel through a private, encrypted channel built for sensitive data — never as email attachments.
Most accountants still ask clients to email scans of W-2s, K-1s, bank statements, and prior returns. That's a problem. Email travels through servers your accountant doesn't control, sits unencrypted in inboxes, gets forwarded by mistake, and ends up in spam folders nobody checks.
We built something better.
Sit unencrypted on third-party servers · Easy to forward to the wrong recipient · Get lost in spam · No record of who saw what
End-to-end TLS encryption · Files only ever visible to your accountant · Audit trail of every upload · Aligned with IRS Pub. 4557
The moment we start working together, we create a folder visible only to you and us. Nothing is shared with other clients of the firm.
You receive a personal upload link. Drag and drop PDFs, photos from your phone, spreadsheets — everything encrypted in transit.
You'll hear from us within 24 business hours, with confirmation of receipt and next steps for your engagement.
No. The portal opens in any modern web browser on your phone, tablet, or computer. No installs, no accounts to remember (a free Google sign-in does the work behind the scenes).
Only Convenient Accounting. Your folder is not shared with any other client of the firm, and we never include your documents in mass communications. Your data is yours.
W-2s, 1099s, K-1s, prior tax returns, bank and credit card statements, receipts (photos from your phone are fine), QuickBooks files, payroll reports — anything we'd otherwise ask you to email.
We confirm receipt and outline next steps within one business day. If something is genuinely urgent, mention "URGENT" in your email subject and we'll move it to the top of the queue.
We take on a small number of new clients each year so we can give every one our full attention. Reach out and we'll set up a no-obligation call to see if we're the right fit.
Email info@convenientaccounting.com