Fully Digital
Online Portal
Complete your taxes entirely online from the comfort of your home.
Portal Benefits
- 24/7 Access: Upload documents anytime, anywhere
- Secure: Bank-level encryption protects your sensitive information
- Easy Communication: Message us directly through the portal
- E-Sign: Sign your return electronically - no printing needed
How It Works
1
Request Access
We create your secure account and email your login
2
Upload Documents
Scan or photo your tax documents
3
We Prepare
We'll prepare and send for review
4
E-Sign & File
Review, sign, and we'll file
Get Into the Portal
New to the portal?
Portal accounts are created by our team, not on the login screen. Request access and we'll set up your secure account and email you your login.
Request Portal AccessOnce you're in: your organizer will walk you through uploading your documents. When you mark your organizer as done, we'll know your files are ready for review.
Returning client?
If we set up your portal account in a prior year, log in directly. Use the "Forgot password" link on the login screen if you need to reset it.
Log In to the Client PortalNeed help with the portal? Contact us
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