Client Portal
Welcome back
Sign in to access your documents, tasks, and more.
Secure, encrypted connection
Welcome
Let's get your taxes ready.
Tasks To Do
Please complete these tasks at your earliest convenience.
Profile
Review your information, add your dependents, and confirm it's correct.
Questionnaires
Answer a few questions about your year. Your progress saves when you click "Save progress."
Checklist
The documents Justin needs for your return. Items are checked off as they're reviewed.
Documents needed
Upload documents
PDF, photos, Word, or Excel files up to 15 MB each.
Recently uploaded
Payment
Pay your tax preparation fee securely online.
Files
Organize your uploads into folders, and download anything Justin shares with you.
Your files
From Justin
Drafts, finished returns, and other documents shared with you.
Messages
Questions about your return? Send Justin a secure message. You'll get an email when he replies.
Account Settings
Manage your sign-in details.
Admin
Clients
| Client | Tax year | Status | Tasks | Last upload |
|---|
No clients yet. Click "Add client" to create the first portal.
From client
Send to client
Profile
Messages
Checklist
Questionnaires
Check a questionnaire to send it to this client.
End of season
Once the return is filed and you've saved what you need, delete this client's files from the portal.
Client deleted and re-created their account and now can't see their portal?