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PH Tax & Wealth Solutions Certified Public Accountants, Inc.  

    

We are pleased to announce that effective January 1st, 2020, we have changed our name to PH Tax and Wealth Solutions, CPAs, Inc.

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SecureDrawer Client Portal

Our SecureDrawer Client Portal is a web portal that offers a safe and secure way to share your personal and confidential information with your tax preparer and/or financial advisor at PH Tax & Wealth Solutions, CPAs. By registering for our portal, you can upload your own documents, or you can download documents that we have uploaded for you. Serving as an alternative to email, it allows for protected electronic document delivery without the need for encryption software. 

If you would like to register for SecureDrawer, please contact our office at (510) 223-6300 or info@phcpas.com

If you are already registered, please click the link for access: https://app.securedrawer.com/#/login