All required forms can be completed on-line. Simply fill in your answers and press “submit” at the bottom of each page/form. 
If you would like to print out the page/form, simply right click and select the print option. 

Document Sharing / Secure File Set Up –

REQUIRED For All MKA Clients


In the course of providing professional services, Accountants, Bookkeepers and Tax Professionals need to gather many pieces of sensitive, personal information from clients. This includes financial information, tax identification numbers, financial account numbers, and other crucial financial data. If unauthorized third parties obtained this data, they could cause damage to the client ranging from simple embarrassment to identity theft.

Therefore, it is critical for Moshe Klein & Associates, Ltd. to maintain control over the transfer of data to assure that our client’s confidential information is not compromised. Technological advances have expanded the options for electronic data transfer, which is what we are referencing herein.

Our firm has set up a new and very user-friendly system for sharing confidential and sensitive information with our clients and to afford our clients a safe and easy way to upload and share information with the firm.

All tax returns and documents, bookkeeping and financial reports, etc are available 24/7 to our clients via the secure document sharing file. You always have full control over access to the file and its contents. 

There is no cost to you to set up a document sharing secure file and, the process is simple. All clients must have a secure file document sharing account set up to transmit sensitive documents to MKA and for MKA to send and store confidential information for you the client. MKA will NOT be responsible for confidential information sent via email or email attachment by a client or perspective client. MKA will NOT transmit sensitive or confidential documents to clients or perspective clients via email or email attachment. MKA will only use the secure file document sharing account system for document sharing purposes. Any sensitive or confidential information not uploaded properly to the document sharing file will not be considered received by MKA, Ltd and MKA, Ltd will not assume responsibility or liability for services related to such information sent outside of the document sharing file.

Please provide the following information so that we can set up a secure document sharing file for your use. You will be notified by email regarding access to the document sharing and how to use the file. The process is simple and we are very pleased to assist you with any questions that you might have.

By my signature, I acknowledge that I have read, understand, and agree to the policies, terms, conditions and procedures as outlined on this document.

By signing this Acknowledgement, I agree that my electronic signature is the legally binding equivalent to my handwritten signature. Whenever I execute an electronic signature, it has the same validity and meaning as my handwritten signature. I will not, at any time in the future, repudiate the meaning of my electronic signature or claim that my electronic signature is not legally binding.