Send/Receive Secure Messages

When your CPA or Service Provider sends you a message, you will receive an email notification that indicates there is a new message waiting for you. You can use your desktop computer or mobile to view any message (tasks, files, questionnaires, signature requests etc.).

Desktop view 


Your security is important to us, therefore you will notice that you can’t see the content of the message inside the email. This is similar to a bank or a healthcare provider’s emails, you will be able to view the content once you press the view message button/link and authenticate.


If this is the very first message you have ever received from your CPA or Service Provider, you will be kindly asked to set up a four-digit PIN code. You can choose any four numbers you want, and it’s highly recommended to pick something you can remember, for example, the last four digits of your SSN.

After setting up your pin code (It would ask you to enter it twice when you are setting it up for the first time), you will be able to see the content of the message and reply directly from here: 

*Important: 15 minutes after you have viewed the content of the message, the access token will expire for security reasons. In order to see this message or any other message, you will be asked to log in to your account (Or set up a password in case it’s your very first time). 

From this view, you can: 

  • Reply to the message
  • Attach files.
  • Click on on the attached items.
  • Complete questionnaires
  • Complete a payment
  • Sign documents
  • And more.  

That's it you are all done! 

From now on you will be able to access any future message by entering your four-digit pin code (the one that you have previously set). 

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