Log in or create your account
Open the portal link and follow the invitation or password reset steps if needed.
Secure Client Portal
Upload, review, and sign tax documents safely online.
Use your Tax Smart Service portal to exchange sensitive documents with our team without sending private information through regular email.
Simple process
How the portal works
Upload your documents
Send tax forms, identification, bookkeeping files, and other requested documents securely.
Stay connected
Watch your email for notifications when we request information or provide documents for review.
Before you upload
Documents clients commonly send
If you are not sure whether a document is needed, upload it or contact our office and we will guide you.
- W-2, 1099, and income statements
- Photo ID and Social Security or ITIN notices
- Prior-year tax returns and IRS letters
- Business income, expense, and payroll records
Common questions
Secure portal FAQ
Is my personal and tax information safe?
Yes. The portal uses secure encrypted access designed for exchanging sensitive tax documents.
Can I upload documents from my phone?
Yes. You can upload files from a phone, tablet, or computer as long as you can access the portal.
What if I need help logging in?
Use the password reset option on the portal login page or contact our office for help.
Ready to send your documents?
Open the secure portal in a new tab, or contact us if you need an invitation.