User Rating: 5 / 5
As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime.
Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts.
How to use the portal:
When you became our customer, we created a account for you. Please keep an eye on your inbox and verify your spam box too because we will sent you an confirmation email. Also please visit the Adobe Web Site to install the latest version of Acrobat Reader.
To access your files click the link on your email.
- When the next window appears, please enter the last four digits of the SSN or EIN.
- Create a password for your account. The password must contain an upper case letter, a lower case letter, a number, and a special character (such as !, #, $, etc.).
- Click the Submit button. The Sign In screen displays.
- Enter your username and password and click the Sign In button.
- When the home page displays, notice the My Folder menu to the left.
- Click Documents from Preparer.
- In the right window, your documents should appear. Click the Download link for a document.
- Select to open or save the file.
- If you select Save, follow the normal procedure you use when saving a file to your computer.
To submit a document to your preparer:
- Click the Documents to Preparer link under the My Folder section.
- In the right window, click the Upload link.
- Click the Browse Files button to search for the file you would like to upload.
- The file should display under the button. Click the Upload button.
- The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary.
- Your preparer will be notified that a file is ready for downloading from you.
- If you have any questions, please contact your tax preparer.
To start using the portal, please log in here
