I already have portal access
Open Verifyle and sign in using the email address connected to your ClervOx workspace. You can upload requested documents, read secure messages, and access files shared with you.
Sign in to VerifyleProtected document exchange
Send sensitive tax documents through the secure ClervOx client portal.
ClervOx uses Verifyle to exchange confidential documents and messages. Do not send tax returns, Social Security numbers, identity documents, or financial records through ordinary email.
Open Secure PortalChoose the right path
Portal access is available by invitation.
I received an invitation
Use the invitation email from Verifyle to create or confirm your account. After accepting the invitation, return here anytime to access your secure workspace.
Accept or access invitationI need to send documents
If ClervOx requested documents but you have not received portal access, contact us first. We will confirm your identity and send a secure invitation to the appropriate workspace.
Request portal accessI am considering ClervOx
Please schedule a consultation before sending tax records. We will let you know which documents are necessary and provide secure access when appropriate.
Schedule a consultationBefore uploading: Confirm that the workspace displays your name or engagement, upload only requested documents, and use the secure message thread for confidential questions. Never place documents in a workspace belonging to another person or business.
How the secure exchange works
Receive access
ClervOx sends a Verifyle invitation to the email address we verified with you.
Upload securely
Sign in, open your assigned workspace or thread, and attach the requested files.
Receive confirmation
Send a secure message after uploading so ClervOx can review the submission and identify anything missing.
Need help accessing the portal?
Contact ClervOx at info@clervoxtax.com or 914.537.4017. Do not attach sensitive documents to the email.
Verifyle is an independent secure document-exchange service. Portal access does not by itself create a tax-advisory or tax-preparation engagement. Services begin only after ClervOx confirms the engagement and any required agreement is completed.