How To Upload Files to Your Client Portal

How to Upload Files to Your Client Portal

To upload your files securely, please follow the steps below:

• 1. Login to your Client Portal. You can access your Client Portal by clicking on the button in the top right corner of this screen that says “Client Portal.”
  2. You will be directed to the login page to enter your email ID to login. If it is your first time logging in to your client portal, you will click sign up to create your account.
  3. Once logged in, you will see an option on the right that says, “Send files to Tax Professional or Tax Preparer.” Simply click here and you will be directed to our secure messaging system.
  4. Please convert your .jpeg, .jpg, and .img files to pdf before sending. Please click here for a tutorial on how to convert any file to pdf. 
  5. Attach your files by clicking “Attach Files.”
  6. Include a message and subject.
  7. Then click send.

Please watch the video below for a more in-depth demonstration.