Form 07 · Client portal
We exchange documents through Box — encrypted, access‑controlled cloud storage. Every client gets a private shared folder. Nothing sensitive ever travels by email.
Sign in to Box with the email address we have on file. Your folder — and everything we've exchanged — is right where you left it.
One click and we'll set up your private folder — you'll receive a Box invitation by email, usually the same business day.
"If it has your Social Security number on it, it doesn't belong in an email. That's the whole policy."
Why Box?
Encryption in transit and at rest, folder‑level access control, and a full activity trail — the same platform used by banks and healthcare systems. You see only your folder; nobody else sees anything.
Getting ready for an appointment? The one‑page checklist tells you exactly what to drop in your folder.
Sign here
Portal trouble is a 2‑minute phone fix: (321) 751‑2977 — or email valentino@vrtaxandconsulting.com.