Client Portal


Download tax returns | Upload documents | Pay your invoice


Tips on using our secure portal:

Log in with your email and last 4 digits of your social security number. No password needed! You will then receive a verification code via text to access your portal.

View your documents in the documents tab and upload documents by clicking +Add Document on the right-hand side. On the main dashboard you’ll see any new documents we’ve added to your portal, like your completed returns.

If you have an unpaid invoice with us you’ll see an amount due on the main dashboard. You can click here to pay or utilize the top menu to view your invoices and add/update payment methods.

Check the status of your tax return preparation on the main dashboard. You can view any messages or tasks related to your return.