Resources

Secure Client Portal Access

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ShareFile

Secure File Upload

Upload and download tax documents or financial statements through our secure portal.

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SafeSend Returns

Tax Return Review & E-Signature

When your return is ready, we’ll send you a secure email invitation. Use SafeSend to sign and submit your return digitally.

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Verosa

Invoices & Billing

View and pay invoices through Verosa. You’ll receive a secure payment link via email once your invoice is ready.

Other Resources

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Blog & Newsletters

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Solutions

Need Help?

If you're unsure which tool to use or haven’t received your login info, contact us directly and we’ll be happy to assist.

Investment Management Springfield Il and Naples Florida

Comprehensive Services Rooted in Expertise

Summit Accounting Services offers a flexible, relationship-based approach to managing your financial life. Our firm supports high-net-worth individuals, small businesses, and families across Washington and beyond—combining hands-on CPA expertise with thoughtful, long-term planning.



Take Control of Your Financial Journey

From tax strategy and bookkeeping to financial planning and business consulting, we offer the clarity and consistency clients need to make smart decisions at every stage.Whether you’ve been referred to us or have worked with Summit for years, our goal is simple: help you move forward with confidence. We tailor each service to your goals and deliver high-level insight with a warm, personal touch.