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Digital Documents must be clear and properly named.

  • Acceptable File Formats: High-quality scans as PDFs, Microsoft Word, and Excel documents. 

  • Unacceptable File Formats: Photos and images, low-res scans, faxes, and Apple/Mac formats.

  • No Email Attachments: Use the Client Portal or Document Upload Tool (See Below)

Client Portal

Your information is safe and secure at Pace Accounting
Your client portal is a password-protected micro-site where you can make payments, upload, retrieve, and temporarily archive your digital documents.  
PORTAL ACCESS: If you have not been given portal credentials or are a new client, please email your full name, email address, and phone number to info@paceaccounting.com. Optionally, you can use the Document Upload Tool below to send a document.

DO NOT Email Tax Documents as Attachments

Due to identity theft, we no longer accept tax documents sent by email. If you are unable to upload your documents using the Client Portal (above) or Document Upload Tool (below) then you must drop off or mail your documents.

Document Upload Tool - If you do not have or are unable to access your Client Portal, then you can use the Document Upload Tool to securely send us a document(s) using an online form. 

Your information is safe and secure at Pace Accounting
  • Improved user experience
  • Drag and Drop document uploads
  • Multiple user logins
  • Multi-Factor Authentication available
  • Longer archive period
  • Improved notifications
  • Simpler online payments
  • For the best experience, use Chrome or Microsoft Edge on Desktop
SAME GREAT SERVICE: You can still speak with your tax preparer. They will follow up by email or phone, your choice, once they have reviewed your documents. 
PLEASE NOTE: All portals activated before January 20, 2021, that use the https://www.officetoolsportal.com/portal/login have been deactivated and deleted as of February 15, 2021. The new portal login is https://pace.firmportal.com/login and it requires new activation and new credentials. To activate your new and improved client portal email info@paceaccounting.com or call the front desk at (718) 898-8730.
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