John Doe, CPA

Staff Accountant

John Doe, CPA

Staff Accountant

John Doe, CPA

Staff Accountant

John Doe, CPA

Staff Accountant

 

Web Portal Login

Go to web portal account

 

Web Portal Authorization Form

When you’re ready to sign up for a portal account, please complete the Web Portal Authorization Form.

Each client account requires a separate authorization form.  If you have multiple client accounts (e.g. individual account + business entity), please fill out a form for each business entity.  You will have access to all of the portal accounts via a single email address.

 

General Overview

Portal Reference Sheet (pdf)

 

Video Tutorials

Introduction & Logging In to Portal

Touring Portal

Uploading Documents to Portal

Downloading Documents from Portal

Using Document Lists

Reset Password