New tax clients
Begin through the current intake, then follow the onboarding email instructions.
Open current intakeYour documents.
Your connection to the team.
Find your portal, get help with access, and understand where to share sensitive information.
Use the right starting point.
Returning clients
Use your existing portal account to continue your work with the team.
Client LoginNeed help signing in?
Check your spam folder for an expected invitation. If you cannot find it or access your account, contact the office.
Contact our teamShare carefully. Stay connected.
- Use the portal or the document-sharing process designated by the team for tax documents and sensitive identifiers.
- Keep Social Security numbers, tax documents, and bank details out of website chat and general contact messages.
- Do not send passwords to our team. Ask how to arrange appropriate access to your accounting software.
- If a message or document request looks unfamiliar, verify it by calling the office number on our Contact page.
- Use the portal’s available password-recovery options or contact the team when you need help.
What happens after you share records?
Your team will review the materials for the agreed service and follow up about missing items or questions. Ask the office about your engagement status and confirm what remains to be completed. Uploading documents alone does not confirm that a return has been filed.