Client Tools

KAF's Client Tools Page

Welcome to KAF's Client Tools page.  Here you will have access to our secure file exchange, a blank editable tax organizer and the opportunity to give us feedback on how you think we're doing. If you have questions on anything please contact us at 781-356-2000 and we'll be happy to assist you.   

Secure File Exchange- A convenient and secure portal where you can be assured your information will remain private.

Blank Tax Organizer-This electronic blank organizer is convenient for some of our newer clients that may not have previous year information in our systems.  Here you are able to fill out your tax organizer electronically and send it through our secure file exchange or bring it with you to your appointment. We're happy to accommodate whatever is more convenient for you.

Client Feedback-We encourage you to take a few minutes to let us know how we're doing.  We welcome any suggestions on how we can improve or any acknowledgement of a job well done.  Your feedback is important to us.