How to Register

Create your secure client portal account and verify your email.

Register using a Personalized Link

Sign up directly from a link we send you—fast and accurate.

How to Use the Dashboard

Find documents, messages, tasks, and e-signature in one place.

How to Send Your Signature

Review and e-sign when prompted—what to expect and next steps.

How to Review Your Return

Open the draft return, check key pages, and approve securely.

How to Accept an Invitation

Join the portal from an invite email and set your password.