Sensitive documents belong in a secure place—not in an inbox.
GTS & Associates uses a secure, password-protected ClientHub for tax documents, questionnaires, completed returns, and engagement messages.
Password-protected document exchange
Upload and retrieve tax documents through an access-controlled area instead of an email attachment.
Copies of your returns
Retrieve a copy of a completed return when a lender, agency, or school needs one.
Message history
Questions and answers stay attached to your engagement, so nothing depends on remembering a phone call.
Questionnaires and organizers
Complete the season's organizer and any follow-up questions in one place.
How to get into your ClientHub
Existing clients
Your access is issued to the email address on file. If you need the link resent or your access restored, contact the San Leandro office and we will re-issue it to that address.
Use email only to request access. Do not attach documents, notices, or identification numbers.
New clients
Start with an intake so we know what the engagement involves. ClientHub access is issued once the engagement is set up, and it becomes the place where every document is exchanged from that point forward.
Request a Tax and Accounting ReviewPlease do not email these
Tax returns, Social Security or ITIN numbers, bank and brokerage statements, payroll files, and government notices. Bring them to the office or upload them to ClientHub.