Client Portal Page

SECURELY UPLOAD YOUR TAX DOCUMENTS

Secure Client Portal Upload Area

We employ a secure file exchange web platform for our clients to enable secure uploading  instead of sending emails.

This is how we can protect and make sure that your personal and sensitive data is easily accessible to us and you in the safest, most convenient, and secure manner possible. Upload PDFs and access them whenever it’s convenient for you.

Tough, industry-standard security procedures are constantly in place to safeguard your data. Files are encrypted on the server while they are not in use, and all transfers are safe. You always have access to and can see your own documents. The web-based gateway utilizes files and folders, much like your PC, and is compatible with nearly any browser and machine. File uploading, downloading, renaming, and deletion are rapid, easy, and clear processes.

Instructions on how to use Client Portal

  1. Request  your own portal by emailing Brent@TheSmallBizTaxPro.com 
  2. You will receive an email with a username and a link to your own personal portal
    The link expires in 48 hours.
  3. You will have 48 Hours to create a new password before the email link to your portal will expire. (If expired – please go back to Step 1)
  4. Once you have created the new password, you are in! You are now free to upload your documents 24/7 as you want.
  5. Click on Documents to Preparer to upload your tax information once you are logged into your own Client Portal.
  6. Click on Documents from Preparer to download The Small Biz Tax Pro Organizer or other available forms.

Every time you upload, we are notified that you have uploaded or downloaded anything from the portal.

You will need to email us when you are ready for us to start preparing your taxes.