Secure Tax Client Portal
Tax filing, document review, and e-signature access in one secure place.
White Glove Tax Service clients can log in below to access the secure tax portal for digital tax filing, document requests, return review, e-signatures, and filing approval.
Upload After Login
Once inside the secure portal, clients can upload requested tax documents and respond to follow-up items.
Review & Approve
Review your completed tax return, approve filing, and complete required e-signatures digitally.
Questions?
Need help getting into the portal or understanding the next step? Give us a call and we’ll walk you through it.