Guide: Using The Portal

Portal GuidelineThe information found in this guideline is not from a real person.

This is our portal guideline to assist you in working through the pages.  You will login in to the Portal using the main taxpayer’s email address unless you instructed us to change to a different email address.

Your password will follow, should you forget your password, you can click the link Forgot Password and receive a new scrambled password.  We do not have access to any passwords you set.  We can send you a scrambled password to reset it.

First Timers:  You will be required to setup your file and set a password and you can change of your data at this time and in the future.

Your Menu is on the left as shown in the Portal Guideline.pdf.

Follow the links and they will allow you to upload documents, pay online, as well as receive your Client’s copy and give us a review.

We hope this is convenient for you.