Secure Client Portal

CLICK HERE TO LOGIN

Forgot your password?  Use the above link to login into the Client Portal, then follow the instructions to get or change your password.

Guide: Using the Client Portal

Our Client Portal creates an instant and secure online channel of communication between you and your tax preparer.  To best insure your privacy, and in keeping with current federal privacy laws, we cannot fax or email documentation that contains personally identifiable information.  Client portals provide a secure and encrypted exchange of your financial information between you and our office.

Using the portal is optional; however, it is a streamline communication system that will allow us to serve you better.

Portal Feature

Client Benefit
Check the Status of Your Tax Return Track the ETA of your tax refund.
Get a copy of your completed tax return Need a copy of your tax return but misplaced your folder?  By law, we cannot fax or email tax returns.  Get a copy of your return when you need it – 24/7/365. No need to drive to our office.
Upload files to your tax preparer Did you forget to provide a tax document?  Save time – don’t drive back to our office – upload the document to your account via the your private portal.
Get a copy of your source documents. Have you ever needed a copy of your W2 or mortgage interest statement, but didn’t have time to drive to our office?  Access your documents at your convenience 24/7/365.
Update your contact information Did you move? Change your email address? Allow us to stay in touch.   Update your contact information at your convenience.

DID YOU KNOW?…

If you have an iPhone or iPad you actually have a scanner.  Save yourself a trip back to the office and upload the forgotten document directly to your account!  Use the scan feature on your iPhone or iPad to convert the document to .pdf format.

It is secure and simple!

  1. Click the Note app on your device
  2. Open a new note
  3. Press the camera button
  4. The option to scan document will pop up
  5. Once the document is scanned, you can upload it directly to your account.

Scanning the document as a .pdf file makes it a clear, legible document.