Upload Documents
Securely upload tax documents, receipts, statements, and contracts in seconds.
For Firm Clients
Securely upload tax documents, receipts, statements, and contracts in seconds.
Your accountant marks items for your approval. Review and confirm in one click.
See P&L, Balance Sheet, and custom reports your accountant shares with you.
E-sign engagement letters, tax forms, and agreements without printing.
Grant your firm read-only bank access via Plaid — secure and revocable anytime.
Send messages and respond to requests directly inside your portal.
Ask your accountant to invite you to the Siloss client portal. Once invited, you'll get a secure link to create your account.