A secure client portal included with your NSA membership
NSA Sync gives you a secure, professional way to share documents and collect electronic signatures with clients — without relying on email attachments or disconnected tools.
Built for trust and efficiency, NSA Sync supports encrypted document sharing and IRS-compliant electronic signatures, helping simplify everyday client workflows. With 500 GB of secure storage included, the platform is designed to scale with your firm’s needs.
Included with your NSA membership. No additional cost.
How Access Works
To request access:
- Email joverington@nsacct.org
- Include your first name, last name, and email address
We’ll follow up directly with activation instructions and next steps.
Once access is enabled, members receive:
- Account activation details
- A step-by-step user guide
- Live demonstration recordings
Optional Setup Assistance
While NSA Sync is designed to be self-service, NSA offers optional setup assistance for firms that prefer hands-on support.
Setup assistance is billed at $79 per hour and can include:
- Portal configuration
- Adding clients
- Creating folder structures
- Applying branding
- Uploading firm and client documents