Client Portal
The Tax Nucleus Client Portal
Five steps per return, your documents in one place, and a short list of what I need from you.
Have a look
This is the portal your return lives in.
The real screens, with an invented client.
The client, the documents and this conversation are invented for the demo. Nothing here is a real client.
What it is
Tax Nucleus is the software this practice runs on. Each return moves through five steps, and the screen always shows which one you are on and whose move it is.
The five steps
Letter
Read my engagement letter and sign it by typing your name.
Questions
Answer my yes/no questionnaire. I save as you go.
My list
Send the papers and answers I ask for. Each item is ticked off when I have it.
Sign
Sign the e-file authorization from the emailed link. The step turns green by itself.
Invoice
See the bill and why it is that amount, then pay or arrange payment with me.
The screens, one by one: how to use the portal.
On your phone or your computer
The portal works on a phone as well as a computer, so you can send a document the moment you find it.
Signing in
Clients sign in at nottinghamcpa.taxnucleus.com. There is no password. Enter your email address and I send you a short code, or use Face ID or Touch ID after your first sign-in. If you file jointly, your spouse signs in with their own email address.
If the code does not arrive, or you are not sure which email address I have on file, send me a note and tell me which step you are on. The same goes if the sign-in page does not load: use the contact form and I will help from there.
Security, without the adjectives
The portal logs you out after a stretch of inactivity. That is mildly irritating by design, and it exists because tax documents get opened on hospital workstations and airport wifi. Sensitive documents move through the portal or a secure upload link I send you, and I avoid email attachments in either direction.
Clients have my direct number for scheduling and short questions, and everyone else can use the contact form. Anything that matters to your return belongs in the portal, because a written channel with a record beats a voicemail neither of us can reference in June.
I can't get over how easy it was to work with Hunter. He's great at communicating with me and answered every question I had.
If you are not a client yet
The portal is where you land after the first conversation, not before it. That conversation carries no obligation. If you want the sequence from the outside first, how it works walks through intake to filing, and the pricing page explains how the number in that engagement letter gets set.
Common questions.
How do I sign in to the portal?
Go to nottinghamcpa.taxnucleus.com and enter your email address. I send you a short code, and there is no password. After the first time you can use Face ID or Touch ID. If something does not work, send a note through the contact form and tell me which step.
Does the portal cost anything on top of my fee?
No. The number in your engagement letter is the number. Nothing in the portal, including the Ask assistant, meters against your bill or adds a line to your invoice.
Is the Ask assistant giving me tax advice?
No. It is a research tool that answers with citations you can open and verify, which makes it useful for orientation and for finding the underlying source fast. It does not know the specific facts of your return. Anything that would change a number on your return goes through me.
What happens to my documents after the return is filed?
They stay in the vault, in the folder for that tax year, so prior-year records are where you left them when a mortgage application or an IRS notice asks for them two years later. The retention rules behind that, from IRS Topic 305: three years is the standard period, six years if income was understated by more than 25 percent, and no limit at all if a return was never filed.
Let’s talk
Start with a conversation.
Tell me what's going on and I'll tell you plainly whether you need me.
Schedule a Conversation