Send us your documents securely.
Our document portal runs on Intuit Link. Upload your financial documents here and they come straight to our team — no printing, no driving, no email attachments.
Circle R Accounting
Intuit Link Client Portal
Powered by Intuit Link — the secure document portal from the makers of TurboTax and QuickBooks.
Open the Secure PortalYou'll sign in with your Intuit account.
Look for both names
The page that opens is branded Intuit Link, and it names Circle R Accounting as the firm requesting your documents. Seeing Intuit's logo is expected — it's the platform behind our portal.
What to upload
- Bank statements
- Credit card statements
- Payroll reports
- Receipts and invoices
- Prior-year returns
- Other financial documents we request
Why it's safe
- Encrypted upload through Intuit, the same system behind TurboTax and QuickBooks
- Nothing sensitive sent over regular email
- Documents land directly with our team — nobody else sees them
Trouble signing in or not sure what we need? Call us at 715-854-3695 and we'll walk you through it.
Estate planning clients: the Legacy Vault
Your wills, trusts, powers of attorney, and healthcare directives live in our secure Legacy Vault — sign in any time to view, download, or share them with the people you trust.