top of page
New Clients
With a Client Portal you can...
-
Upload documents for your tax preparer
-
Review documents from your tax preparer
-
Exchange messages with your tax preparer in a secure environment
-
Review and sign your tax returns
-
View past tax returns
-
Review and pay your invoice
Complete the form below and please allow up to 48 hours to receive the email with a link to your new Client Portal.
bottom of page