Client Portal

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

Creating an Account

Step 1

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

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.

Step 5

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

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.

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

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