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Client Login/File Exchange

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Need to send us your files? Following are three secure, confidential methods to electronically exchange files with us rather than unsecure email.  


If you have already registered for an Associated Business Services NIMBUS client portal, you can access it here.  If you have not registered, email us or let us know here and we will send you an invite.


If you haven't registered for a Nimbus client portal, you can send files to us here.


For Individual Form 1040 and Trust Form 1041 Tax Clients, TaxCaddy makes gathering tax documents and sharing them with us a breeze.  Let TaxCaddy retrieve your 1099’s, 1098’s and W-2s automatically.  Upload or snap photos of your tax documents year-round and store them with bank vault security.  Electronically sign your tax documents from anywhere.  You can pay our tax invoice and make your federal and state payments right from TaxCaddy.  No more paper organizers.  Simplify tax time with TaxCaddy.  More information here.


  1. Send us your documents by fax to (334)834-1041
  2. Email or use our Contact Page to make an appointment to drop off your tax documents at our office
  3. Use USPS mail to send documents to our address here (least efficient method)