Business Client Portal

This portal is used for our clients who utilize our services throughout the year for their business needs.

This portal is not for long-term storage of documents.  Items may be available for a maximum of 180 days and will be deleted.

To avoid delays in your preparation process

  • Provide documents in PDF format (only acceptable format)
  • Names of uploaded files should describe the document type
  • We recommend when using camera images please use a scanning app, such as Cam Scanner or Microsoft Lens.
  • Keep file size to a minimum, but files must be legible

 Please email office@markowitzcpa.net or call the office to confirm you have uploaded all your documents.  Once we have confirmation we will add you to the work queue.

 

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