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Verifyle Process

To send and receive documents safely and securely,  we use Verifyle. Click through here to the VERIFYLE website. 

See the step by step instructions for creating your free account below

Step 1 - Create your account at verifyle.com

Step 2 - Check your email provided in the sign-up

Step 3 - Activate your account through the email sent to you

Step 4 - Change the auto generated password 

Step 5 - Take a tour of the website 

Step 6 - Click add contact on the homepage

Step 7 - Add Bay Area Tax as a contact with this information

Step 8 - Send secure  messages and documents directly with your preparer