Triumph Tax & Accounting PLLC

Client Portal Info

Client Portal

Our client portal provides an easy-to-use email encryption and secure file sharing service that you can access from anywhere. This portal allows us to work together efficiently by securely exchanging working documents, scanned receipts, and other large files.

Sending files is as easy as sending an email. You do not need to create an account to send or receive secure files but we do encourage you to sign up so you can keep all your files in one place and they will never expire.

Client Portal Login/Sign-up 
  1. Select “Client Portal Login” from the “Clients” drop down menu. This takes you to the login page.
  2. New users select “Register as a new user.” This takes you to the free sign-up page.
  3. Enter your email and create a password. Check the “I agree” box and click continue. That’s It!

Secure Upload Page

The secure upload page allows you to quickly and easily send us a secure file or message without creating an account or logging into your existing account. To use this feature, simply click the button labeled “Secure Upload” located at the top right of this page highlighted in blue. If using a cell phone, use the “secure file upload” selection from the “clients” dropdown menu.

Security

Your data is protected in extremely secure environments. Most Client Portal vendors provide 5 or 6 layers of security. Encyro, who hosts our Client Portal, protects you with 16 full Layers of Security. (View client portal security measures.)

To start using the client portal please login/signup here.

To send a secure file without creating an account use the Encyro Secure Upload page.