Create your profile
Tell ETC how to contact you and what assistance you need.
EXPAT TAX COMPASS Β· SECURE CLIENT ONBOARDING
Start with clarity.
Continue securely.
Create your ETC client profile. Our secure platform will then provide your protected folder and secure invitation.
HOW SECURE ONBOARDING WORKS
One guided process.
Two trusted systems.
ETC collects only the information needed to open your case. The secure platform manages account activation, folders and documents.
Receive invitation
The secure system sends a protected account activation link.
Access your folder
A private client folder is created with the correct permissions.
Upload securely
Send documents and follow requests in your secure workspace.
ETC CLIENT PROFILE
Begin your
secure tax journey.
No password is requested here. After ETC creates your client record, the secure platform handles account activation.
βPrivate folder created for your caseβAccess reviewed by ETC before invitationβSecure invitation delivered through ShareFile