Portal Information & Tips:
Most tax related documents are available in digital format. Downloading these documents and uploading to your portal can provide a one source/secure destination to store your tax documents. This is our preferred method of document exchange. The mobile app version provides additional benefits such as:
Tax Return project tracking and communication.
Users receive notifications outside of email.
Please refer to our earlier email regarding helpful links.
Use your smartphone's camera to capture and upload document photos directly through the mobile app- Select "scan with camera" to consolidate multi-page documents into a single file, if needed, rather than using existing photos.
Helpful links for the WEB BROWSER Version:
Logging In - https://help.clientportal.com/logging-in
Client Portal Settings - https://help.clientportal.com/client-portal-settings
Print and Download a File - https://help.clientportal.com/print-and-download-a-file
Uploading a File - https://help.clientportal.com/uploading-a-file
Helpful links for the MOBILE APP Version:
Download the App: CLICK for APPLE CLICK for GOOGLE
Logging In - https://help.clientportal.com/log-in-to-the-client-portal-mobile-app
Scanning a document on Mobile - https://help.clientportal.com/scanning-a-document-on-mobile
Upload a File on Mobile - https://help.clientportal.com/client-portal-upload-a-file-on-mobile