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To Our Clients

To Our Clients

Stoy, Malone is open and working for you. While not all of us are physically in the office, we remain dedicated to providing you with the quality service that you deserve.

Clients are welcome to come and see us for drop-offs and pick-ups, however our lobby is closed to the public. We have a safe no contact area where we can interact. We are continuing to accept mail, Fed Ex and UPS deliveries and are available for virtual meetings and phone calls.

Stoy, Malone is committed to the safety. We are practicing social distancing, regularly disinfecting high touch point areas and requiring masks when entering the building. We are following the guidelines set forth by the CDC and the State of Maryland in an effort to stop the spread. We are doing our part to be significant throughout this difficult time.

Digital Communication

Client Portal

Our secure portal is a way to send and receive documents securely. If you are not already set up and want to use the portal please click here.

The portal may also be accessed by visiting our website and clicking on the link in the upper right hand corner of the page.

SecureSend

This feature allows you to send us one document securely without signing up for the portal. If you'd like to utilize this please click here.

SafeSend Organizers and Returns

SafeSend is a user-friendly and highly secure technology solution that allows you to manage your tax organizers and returns electronically. If you would like to use SafeSend or if you have any questions please click here or contact your accountant directly.

Check out SafeSend Organizers to view the process from beginning to end or watch the following video

Make sure to save along the way as you're completing this so none of your work is lost.

Check out SafeSend Returns to view the Return process form beginning to end, or watch the following video:


Please contact us with any questions or concerns.