Trisha describes our best-in-class client portal that will allow you to:
  • digitally sign documents
  • ​pay your invoices
  • upload files to us securely
  • access your tax returns
  • and collaborate with us through messaging.
Kailey shows you how to register your client portal and get started.
Kailey shows you how to upload documents to your client portal.
Kailey shows you how to electronically sign documents on your portal.
Kailey shows you how to pay an invoice on your portal.
Kailey shows you how to message us or respond to a message from us on your portal.
Kailey shows you how to fill out a questionnaire on your portal.
Kailey shows you how to check on the status of your tax return project on your portal.