Client Secure Portal

Click Here to Enter Client Secure Portal

How to access Our Client Portal

1. Login to the client portal with your SSN
2. Then Enter your password. If you do not have a password Click Create password and following the instuctions.


What Can you do on the Client Portal?


1. Check the Status of your Refund
2. Get a copy of your tax return (if available)
3. Send a question /Notes/ Attachments (i.e. supporting documents to your preparer)
4. Schedule an appointment
5. Update your address/E-mail/or Change your password