Customer Portal

Use your desktop or mobile device to securely send & sign your documents without ever visiting an office. And, oh yeah, you can also send us chat messages!

Secure

Use your desktop or mobile device to securely send your tax documents and information to our new cloud based customer portal.

Easy to Use

Simply snap a picture of your tax documents, upload them and sign your tax return all from your desktop or mobile device.

Convenient

Quickly and securely send your tax documents to us from your desktop or mobile device without ever having to visit an office

How to Set Up Your Customer Portal

Step 1: Register Your Account

Click on the link we sent you, either email or phone, and you will be guided to the Register Your Account page (see below). Pick a username, create a password, and fill your phone, email, last name and last four of their SSN. Click the SUBMIT button when done.

IMPORTANT! To successfully register the account, the taxpayer’s last name, SSN and mobile phone number or email address must match what was entered in the tax return:

Step 2: Verify Your Account

After submitting the registration, the taxpayer will be prompted to verify their account. They can select to have a verification security code sent via email or text. When the code is received, the taxpayer will enter it in the space provided and click Verify.

Step 3: The User Manual

Please refer to the Customer Portal User Manual to learn how to:

  • Upload documents
  • Sign Documents
  • Send and receive Chat Messages

As always, if you encounter problems, please contact us at (508) 209-0046.