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Welcome to the Secure Client Portal

The Secure Client Portal is the safest, most convenient way to exchange important tax documents with us - no printing, faxing, or unsecured email required.  Whether you prefer to meet in person or work entirely online, the Secure Portal keeps your information protected and accessible.

Uploading Your Documents via the Secure Client Portal - Guest Exchange

Once you have all your tax documents and are ready to get started, just click the button below upload your documents.


Please be sure to include the best phone number to contact you, as well as a reliable email address.  We will be sure to email you once we've received and downloaded your documents.


Need Help?

If you have any questions about using the Secure Portal, please contact us by phone at (469) 827-8299 or email at admin@patriottaxntx.com.


Click Here to Access the Secure Client Portal

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Patriot Tax

(469) 827-8299
Frisco, TX  75034


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