Tuesday, December 12, 2017

Corporate Line: (909) 621-3023
Fax Line: (909) 621-4272

 

 

Welcome to our Client Portal

In an effort to "go green" and increase convenience for our customers, our firm has adopted a secure, reliable, and easy-to-use web portal to service the needs of our clients. Through our client portal system, you will be able to complete your Web Client Organizer, upload documents that contain pertinent information for the preparation of your return, review prior year tax documents (e.g. tax returns, W-2’s, 1099's, K-1’s, etc.), and review your client engagement letters. Our system is compatible with all major operating systems/browsers, and is available for you to access anytime and anywhere.

To access your client portal, click "Client Login" under the "Client Portal" tab. You will be immediately re-directed to our host site: NetLink Solution. Enter your username and password. You may find your new username included in the organizer packet you received along with your appointment and engagement letter.

Once you login to the Client Portal, you will have access to your Web Client Organizer. The Web Client Organizer is a function of the client portal and is designed to help you conveniently gather tax information needed to prepare your income tax return. Your completion of the Web Client Organizer will greatly aid in your return's preparation. Once completed, select "Send to Preparer," to submit your Web Client Organizer to your CPA. You will receive a confirmation e-mail from our office when your information has been received. 

If for any reason you are unable to log into your client portal using Internet Explorer or Google Chrome, please try Mozilla Firefox. Should you have any questions completing your personal tax organizer, please do not hesitate to contact our office.

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