SGA has a secure portal that allows our clients to upload and retrieve important financial documents from any location with Internet access.  Clients are provided a secure login and password in order to access this site.  This portal allows us to work together efficiently on your tax returns, audits or other engagements by securely exchanging financial documents, scanned receipts and very large databases (such as QuickBooks files).   You may use this portal to upload information needed to prepare your federal and state income tax returns.  This portal may also be used to furnish a copy of your completed tax returns to you prior to electronic filing with the IRS.

We also utilize this secure portal for additional resources for our banking clients.  We maintain a library of sample policies and procedures which may be modified to meet your bank’s special needs.

To start using the portal, please contact us at the link below:

Email:  [email protected]