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Client Portal

Our portal is a reliable and convenient way to share your important documents with us. 

Creating an Account

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Step 1

To get started, accept your invitation from your specialist or request an invitation.

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Step 4

Read the disclaimer. Next, enter your first and last name.


Step 2

Next, create your account with the same email address that you received the invitation.

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Step 5

Choose a folder and add your documents. You can upload just about any file type.

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Step 3

Go through the two-step verification, adding an extra layer of security to your account.


Step 6

Use the checklists below to determine which files to upload.

Checklists to Help You Determine What to Upload

Tax Prep Checklist

Review the list of documents generally used to do the tax return.

Business Checklists

Get a list of documents needed for your taxes and accounting.
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