Are you a Senter, CPA client? Do you have multiple entities that require documents to be uploaded to our secure client portal? There are varies entities that one individual may have.

You may have an individual tax return AND a business tax return. Or you may be responsible for 2 individual tax returns. Each case is unique, but follow the steps in this short video to learn how to upload documents to your appropriate entity.

**Important Note: After you upload files to your portal, we will be notified automatically that there are new files to receive. We then move all files internally where they are more secure. At this point, you will no longer be able to see the files you uploaded. Please do not upload them again.

Always remember, Senter, CPA is here for you if you need any assistance.

Don’t hesitate to give us a call at 248-934-0550, or contact us below.


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