Client Tax Portal Guides

Anita Amber emily frances

In an effort to improve our procedures and to further safeguard the security of your sensitive financial information, we have moved our electronic file sharing platform to In a remote working environment, this helps you share information more quickly, and allows us to complete your tax returns sooner.

We understand that this may be a transition to a new technology for you, and want to provide you with some resources on how to use the technology. Below are guides on how to setup your account for the first time, and how to upload and download files.

Beginning Feb. 15, 2021, you will no longer be able to provide us with your Social Security Number via email. Instead, you will need to upload that information to your Box client portal.
Please note that GHJ’s Box files are not a permanent file repository. This information will be available to you for several years as a courtesy. However, you should indefinitely maintain your own records of tax returns.