File Exchange Portal

HOW TO USE THE FILE PORTAL

LB&T has discontinued the use of fax machines and now utilizes a file exchange portal, providing clients with 24/7 access to their documents. Notifications will be sent when documents are ready for review, and clients are encouraged to download and back up their files on an external drive rather than storing them on their computers.

For guidance on how long to retain IRS and other financial documents, please refer to the relevant article or blog. LB&T offers the option to prepare SD Drive(s) for your files at a nominal fee of $11.00. The portal is secured with encryption to ensure your privacy and protection. If you have not yet registered, please do so to log in and access the files prepared by LB&T, which are also synchronized with the Client Portal if you have access.


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