Client Access

For all non-secure communication email us directly at info@bmp-cpa.com

  • Signatures link – this document exchange allows us to send you fillable documents to be completed by a touch or series of clicks. It allows you to electronically sign documents, complete information with ease, and provide a downloadable document for your secure files. You will receive our Engagement Letter, Required Worksheets, and other documents through our SafeSend Signature Program.

Check out SafeSend Signer Experience (desktop) for more information.

Check out SafeSend Signer Experience (mobile) for more information.

  • Tax Organizer – this program gives us great ease in sending you your annual tax organizer. With easy-to-follow guides through your organizer, and a one-stop shop for all your document uploads, it’s as if you have everything at your fingertips.

Check out SafeSend Organizer Client Experience (desktop) for more information.

Check out SafeSend Organizer Client Experience (mobile) for more information.

  • Tax Returns – this program allows us a secure way to work with you as we process your tax return. If we have questions, or need further information, or documentation, all this happens in SafeSend Returns.

Check out SafeSend Returns Client Experience for more information.