Portal Guide

How to use the client portal

The real screens, with an invented client: sign in, send a document, and see where your return stands.

Everything in the portal, in pictures. The client, her documents and this conversation are invented for the demo; every screen and label is the real one.

Signing in

There is no password to remember. Enter your email 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 can sign in too, with their own email address.

The tour

The portal Home screen on a phone, with an invented client — **Home**Where each return stands, and what I owe. The card tells you the one thing to do next.

The Letter step on a phone — **Letter**My engagement letter in short. You sign by typing your name.

The Questions step on a phone — **Questions**Yes or no questions about your year. I save as you go.

The Sign step on a phone — **Sign**I email you a secure link to the e-file form. You sign from that link, and the step turns green by itself.

The Files screen on a phone — **Files**Send me a document from your phone. Everything is filed by tax year.

The Ask a question screen on a phone — **Ask**Type a question in your own words. I give general information with a source.

Two more steps

My list shows what I still need from you, each item open or closed. Invoice is the last of the five steps. Your invoice shows there when your return is complete.

Please do not email sensitive numbers

I will never ask you to send a Social Security number, a bank account number or a password by email, and neither should you. Upload documents in the portal, and keep your sign-in code to yourself. It only works once and only for a short time.

Questions

If something does not work or is confusing, send me a note and tell me which step. I would much rather hear it than have you struggle.

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