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My Personal CPA & Financial Planner, LLC

File Exchange

Contact Us (808) 674-0700

ONVIO   (CLIENT TAX PORTAL)

Please use this option to upload and download your secure documents.  Email or call us to request your secure portal registration email.  This is the preferred method   

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DROP BOX   (KAPOLEI OFFICE)

Please use this option for instant ability to upload to us with no sign in!  We cannot send files back to you with this method.  

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DROP BOX   (HONOLULU OFFICE)

Please use this option for instant ability to upload to us with no sign in!  We cannot send files back to you with this method.  

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DROP BOX   (BIG ISLAND OFFICE)

Please use this option for instant ability to upload to us with no sign in!  We cannot send files back to you with this method.  

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DROP BOX   (PAYROLL)

Please use this option for instant ability to upload to us with no sign in!  We cannot send files back to you with this method.  

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