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A secure client portal included with your NSA membership

NSA Sync gives you a secure, professional way to share documents and collect electronic signatures.

NSA Sync supports encrypted document sharing and IRS-compliant electronic signatures, simplifying 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 with no additional cost.

If you are a member who already has access, click here to access your portal

Obtaining NSA Sync Access

To request access fill out the following

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We’ll follow up directly with activation instructions and next steps.

 

Once access is enabled, members receive:

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

 

If you’re interested in setup assistance, simply click the link below to get started.