Getting Started on the Portal
The portal is the safest and most convenient way to send and receive files with our firm.
All files are securely encrypted to enhance security of your sensitive information
Expedite the processing of your documents to get your tax return sooner
Decrease the delays and environmental impact of using traditional mail
Add additional users to help upload your tax material to us
Not the most tech-savvy? no problem!
Check out our step-by-step video tutorials
This tutorial covers the basics of how to log in for the first time and the basic navigation of the portal.
This tutorial specifically covers how to complete your electronic tax organizer.
This tutorial covers the basics of how to upload and download documents.
This tutorial covers how to add and remove users from the portal. This is a great feature if you have a bookkeeper, financial advisor, assistant, or anyone else that you would like to have access to upload or download documents on your behalf. It will also go over the available security roles you can assign to each user.
Not into videos?
Download the PDF Portal User Guide
Other Helpful Tips
Your username is your email address
If you can’t remember your password, or it’s your first time logging in, use the “Forgot password?” button under the login button
Enter your cell phone when prompted during your first login for easier sign-ins later
Need Help? Call 941-877-2022