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