Beaird Harris

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Beaird Harris

Client Logins & Document Sharing

Tax & Outsourced Accounting

If you have not yet received your login information, please contact your Tax Advisor or Client Service Coordinator.

TaxCaddy

Electronically receive your tax organizer, and manage and upload your tax documents all from the convenience of the TaxCaddy.
*Upload 1040 Tax Documents Here*

Available on the Apple App and Google Play Stores.

TaxCaddy

NetDocuments

NetDocuments is an online document repository where you can store, access, and share documents with your tax team. 
*Upload All Other Documents Here*

Available on the Apple App and Google Play Stores.

NetDocuments

Wealth Management

If you have not yet received your login information, please contact your Wealth Manager or Client Service Team.

WealthGuide App

The WealthGuide App provides an intuitive portfolio dashboard, document vault, interactive reports and more.

Available on the Apple App and Google Play Stores.

WealthGuide

SafeSend

SafeSend is a secure file transfer and document exchange system where you can upload documents directly to your wealth management team. 
*Select Your Team Member in the “To” Field*

SafeSend is an encrypted and bi-directional secure file exchange. 

SafeSend

Beaird Harris, PLLC

WEB SITE ACCESS ACKNOWLEDGMENT

As a client of Beaird Harris, PLLC, by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Beaird Harris’s internet web site. I understand that my participation will allow me to review certain tax-related information published by Beaird Harris. This password-protected access is made available to clients of Beaird Harris free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Beaird Harris harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Agree
Disagree

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