Client Access
KSM offers secure, user-friendly tools designed to simplify how you exchange information and submit payments.
Secure Tools for KSM Clients
Explore the client-focused tools listed below. If you’re looking for general firm information, complete our contact form, and our team will respond quickly.
Client Payment Portal
We offer three easy-to-use and secure online payment options: ACH, credit card, and financing.
ShareFile Email and File Sharing
ShareFile allows you to safely share files of any size with your KSM advisor. Integrated into your email, it makes it easy to send or request documents from anywhere, while also ensuring your information stays protected.
HubSync Tax Client Platform
HubSync streamlines how you interact with your KSM advisor throughout the tax return process. The platform provides a one-stop shop for everything related to your tax return, including:
- Electronic engagement letter execution
- Document sharing and archiving
- E-signatures
- Individual electronic tax organizers
- And much more!
If you are a KSM client who needs help with your HubSync account, please contact KSMclientsupport@ksmcpa.com.