Client Upload Portal
The Guest Portal allows new and existing clients to quickly exchange files with your preparer without logging into an account. If you are a new client, download and complete the Client Interview Form. Once you have completed your interview form, please return to this page, select Guest Exchange, and upload your completed interview form and other tax documents.
Client Portal - Client Sign-In:
Clients with a Client Portal Account can sign in directly to send and receive documents, sign their tax returns, chat with their preparer, and update their profile. Once you are logged in, you can request a customized Client Organizer. You can reset your password if you cannot sign in to your account. If you cannot access your account, please use the guest exchange sign-in and notify your preparer you need help accessing your portal account.
| Client Portal - Apple iOS App |
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| Client Portal - Android App |
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