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
Obtaining NSA Sync Access
To request access fill out the following
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
If you’re interested in setup assistance, simply click the link below to get started.
