You can upload just about any file type into Client Xchange. For example:

  • Tax forms you’ve received such as Forms W-2, 1099 and 1098
  •  Microsoft Office files (Word, Excel, etc.)
  • .csv files of stock transactions
  • Any scanned documents (including .pdf and .tif)
  • Photos of documents, receipts, statements, etc. (including .jpg and .gif)

T³ Services

Client Portal Xchange

  • You will receive an email invitation from that contains a link unique to you for security purposes.
  • You must click on the link in your email in order to activate your account.
  • Last, simply enter your name, a username and a password (see screenshot below) to get started.