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Secure Client Portal
One secure workspace for everything: send documents, sign forms, ask questions, and download copies of your return — from any device, in any state.
Existing clients
Sign in to your account to upload documents, review your return and message us securely.
- Upload W-2s, 1099s, receipts and statements
- Review and electronically sign your return
- Send secure messages to your accountant
- Download prior-year copies whenever you need them
New clients
Not set up yet? Send us a message and we’ll create your secure portal account.
- Tell us about your tax or bookkeeping needs
- Free consultation — we explain what the work involves
- We create and activate your portal account
- Onboard entirely online — nothing to mail
How it works
If this is your first time signing in, here is the whole process.
We create your account
After your consultation we set up your portal and send an activation email with your username.
Set your password
Follow the link in that email to choose a strong password. Keep it somewhere safe — we never see it.
Upload your documents
Drag files in from your computer, or photograph them with your phone. Transfers run over an encrypted SSL connection.
Review, sign, done
We post your finished return to the portal. Review it, e-sign, and we file with the IRS and your state.
Forgot your password?
Use the “Forgot password” link on the portal sign-in screen to reset it yourself. If the reset email doesn’t arrive, check your spam folder, then call us.
Go to sign-inNeed a hand?
Portal trouble is quick to fix over the phone. Give us a call and we’ll walk you through it — in English or Spanish.
(571) 314-1000Is it safe?
Yes. The portal runs over SSL, our systems are protected by firewall, anti-malware and anti-virus software, and our portal software is purchased through IRS-approved vendors.
Read our security practicesNever send tax documents by regular email
Email is not a secure channel for Social Security numbers, bank details or W-2s. Always use the client portal — that is exactly what it is there for. We will never ask you for a password, and we will never ask you to send sensitive documents outside the portal.
What to upload before we start
The faster your documents arrive, the faster your return is finished. Most clients can gather this in one sitting.
- Photo ID and Social Security cards for everyone on the return
- W-2s, and any 1099-NEC, 1099-K, 1099-INT, 1099-DIV or 1099-R
- Last year’s tax return, if we did not prepare it
- Mortgage interest (1098), property tax and student loan interest
- Health coverage forms: 1095-A, 1095-B or 1095-C
- Business income and expense records, mileage logs, bank statements
- Childcare provider details and amounts paid
- Bank routing and account numbers for direct deposit
Ready when you are
Existing client? Sign in and upload. New here? Request access and we’ll take it from there.