For our customers e-CABINET: Access your documents electronically. UPLOAD FILES: Send us files securely. (For Quickbooks files, please use the “Portable Company File” format, and be sure to include the username/password in the note field.) PAYMENT PORTAL: See your transaction history and schedule invoice payments. PAYROLL APP: Run your payroll and see your company’s payroll history. (Employee forms and independent contractor forms.) FORMS: Disclosure Authorization–Federal law requires you to complete an authorization form before we can discuss or transmit your tax returns to a third-party. Simply download the form and send to our offices to authorize such a disclosure.