Click Lock to Login to Client Portal
Getting Started with the Client Portal
The Client Portal is a secure way to transmit important tax-related documents to and from your preparer. If you have all of your documents ready, follow the steps below to navigate.
File Upload- Guest Exchange Instructions
Click this link (or the "lock" above) to upload your tax documents directly to your tax preparer.
- Please make sure you include a good phone and email address for us to contact you.
- Once we download your file, we will contact you via email to let you know that we have received your file.
For more information, please see the Tax Time Client Portal FAQ.