How to upload
- Click Open Secure Portal above.
- Follow the on-screen prompts to sign in.
- Select your files — or snap photos from your phone.
- Questions? Call us and we’ll walk you through it.
Secure Client Portal
Upload your documents securely using the button below — no email attachments, no office visit.
Upload Documents
Opens our encrypted document portal in a new tab.
Open Secure PortalFiles are encrypted in transit. Need portal access? Call (725) 219-7336 or email Info@omscpa.com.
Good to Know
Uploading made easy
What to send
- W-2s, 1099s, 1098s and K-1s
- Prior-year tax return (new clients)
- Business income & expense records
- Any IRS or state notices you received
Keep it secure
- Please don’t email Social Security numbers or tax documents.
- Use the portal for anything containing personal information.
- Questions about access? Sarita can help.