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Client Portal Upload

Client Portal Login

Don’t have a client portal yet? Click here.

How does it work?

  1. Gather all your tax documents. (We can’t start a tax file until we have all documents.)
  2. Sign in and upload your tax documents. (Only after you have all your documents gathered. We can’t start until we have everything.)
  3. We’ll get to work and do our magic.
  4. Once prepared for review, you don’t need to worry about scheduling. Our team will reach out to you to setup the IN-PERSON (or Zoom) review appointment.

Don’t have a client portal yet or need help?

Simply reach out to our office for a portal specialist for help in setting up your new client portal or if you have any questions about the online portal.

Call: 801-840-8000