Posted September 15, 2018
There are four ways to safely and securely send files to us. Your client portal, the quickie send a file method, fax (oldie but goodie) and mail / roadtrip.
The Watson CPA Group takes the security and safety of your personal information very seriously. Please read our security and privacy procedures.
Contact us to receive login instructions to your Client Portal. If you have already chatted with us, you should have received two emails- a welcome email, and another with login instructions. Check your junk folder too. Use the button below-
We receive a notification that you have uploaded files.
Send a File
You can also securely send us your files by using Send A File. Please use your name and a brief description as the file name such as ‘SmithJohn-W2’. These files will be placed in your client portal. Use the button below-
Similar to the client portal, we receive a notification that you sent us files.
All faxes will be transferred to your client portal as a PDF. We will email you with the number of pages received, and send a follow up text.
Mail, Road Trip
Please retain your originals and send or bring copies to:
Watson CPA Group
9475 Briar Village Point Suite 325
Colorado Springs CO 80920
We have a strict requirement for all road trip drop-offs to include donuts. Sorry for the inconvenience.