We have a new client portal that will give you secure personal access to all of your documents, returns, or financials as well as the ability to upload your annual tax documents and other files we collect to prepare your taxes.
Setting up your client portal is quick and easy if you’d like to go ahead and get started. Shoot us a quick email at firstname.lastname@example.org and we will send you the registration link.
Beginning with the 2020 Tax Year, our active clients will receive a Tax Organizer via e-mail with the link to access the web organizer, which will include the ability to
- drag and drop your tax documents into your “Send to CPA” folder – it’s encrypted, simple to use, and much more secure than email
- get copies of your tax returns in the “Tax Return” folder, no need to call us or hunt for your paper copy
- e-sign your engagement letter and later, your tax return
- download the mobile app to be able to send and receive your documents on the go, safely and securely
We look forward to being able to make the annual tax process much easier and hopefully, a lot less daunting. Watch the video below to see how it works.
*some tax returns in 2017 and 2018 were completed within different software and will have to be manually added by us to your client portal tax return folder. This is an upcoming project, if you need access immediately to those particular return years, please email us and we will upload to your folder as soon as possible.