Client Portal

A secure way to send us your tax documents.

Already have an account? Sign in with the email we invited.

How it works

1
We send you an invitation
We send you an email invitation from Intuit Link.
2
Create your account
Click the link in that email and create your account using the SAME email we invited. You will need a 10-digit phone number.
3
Upload your documents
Upload photos or files of your tax documents (W-2, 1099, ID, etc.).

Please do not send Social Security numbers or IDs by email, text, or the contact form. Use the secure portal instead.

Call us or send us an email and we'll walk you through it.

Prefer to send documents by fax? Fax them to (844) 517-0395 and call us to confirm we received them.

Book an appointment today — se habla español.