Getting Around Your Client Portal (Written Version)
Your Client Portal is where you can see outstanding to-dos, upload and download documents, pay vouchers, distribute K-1s, and manage your account settings.
Getting in: we register you in the portal ourselves, then you create an account (or sign in, if you already have one) using the email address we have on file. There’s also a self-service option to recover your login or reset it if you forget it.
Once you’re in, the home page gives you access to:
- Documents — upload and download files
- Tax Payments — pay any vouchers that are due
- Distribute K-1s — for business returns, send K-1s to partners or shareholders
- Security Settings — manage your login and notification preferences
On a phone or tablet, a few of these — document downloads, paying vouchers, and distributing K-1s — aren’t available. See our mobile guide for what does and doesn’t work on a phone.