Client File Portal

Client File Portal

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WELCOME TO THE VISIONPOINT CONSULTING GROUP CLIENT FILE PORTAL 

Please click on the button below to open up a separate window to securely upload your files to us for review and processing.  You can upload all types of files including Microsoft Office Documents, PDF Files, Pictures, QuickBooks Files and any other files, scans or pictures of documents needed to work with you.

Please save your files with your last name or business name and last 4 digits of your social security number or employer identification number to start the file name so we can easily identify your files.  For Example:

  • SMITH.1234.2015FormW-2.PDF
  • GENERAL_STORE_LLC.6789.JanuaryBankStatement.PDF

 

If you have any questions, please contact us at (540) 300-1750 or info@Vision-Point-Consulting.com.

In order to upload your files to the portal please click on the button below:

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