Client Portal
Your Secure Client Portal
Everything in one place — documents, signatures, messages, and more. Powered by TaxDome.
What You Can Do in the Portal
No more emailing sensitive documents. No more wondering where your return is. Everything is in your portal.
Document Storage
All your tax returns, financial statements, and engagement letters — organized and accessible anytime.
Secure File Upload
Send us documents without email attachments. Drag-and-drop upload with bank-level encryption.
E-Signatures
Sign engagement letters and tax returns electronically. No printing, scanning, or faxing required.
Secure Messaging
Communicate with your accountant through encrypted messages directly in the portal — no sensitive data over email.
Task Reminders
We send you automated reminders when documents are ready to review or when we need information from you.
Mobile-Friendly
Access your portal from any device — desktop, tablet, or phone. iOS and Android apps available.
Bank-Level Security
256-bit AES Encryption
All stored documents are encrypted at rest using AES-256.
TLS 1.2+ in Transit
All data transmitted between you and the portal is encrypted in transit.
IRS Compliant
Meets IRS Publication 4557 security standards for tax professionals.
How to Get Access
Become a Client
Schedule a free consultation and sign your engagement letter.
Receive Your Invitation
We'll send a portal invitation to your email address within one business day of onboarding.
Set Up Your Account
Click the link in your invitation, create a password, and you're in. The whole process takes under 5 minutes.