Starting in 2026, you can log into
login.thetaxagency.com
to view your client dashboard, respond to messages and tasks, review and sign returns, and pay invoices.

Our old system, ShareFile, is still active - you may view archived returns there until these have been moved over.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.