Secure Client Portal

Please click on graphic link below to UPLOAD or DOWNLOAD files via our secure file exchange portal.  If you are sending files via the Guest Exchange you will need to select the preparer or administrative person to whom you are sending the file(s).  If you have been assigned a private portal exchange folder, simply login using the credentials you were assigned.

ACCESS MCRAE’S TAX AND BUSINESS SERVICES PORTAL:
(Please send files in .pdf file format ONLY.)
Click here to access Secure File Exchange Portal

Click here for McRae’s Tax Portal