Copies of your personal current and prior year tax returns are available on our web portal for your access on a 24/7 basis. You may easily download copies of the returns and tax documents such as forms W-2 and provide them to your mortgage broker, banker or to others at your discretion. Due to federal regulation, we do not send copies of returns to any third party even at your personal request.

- I am using the same user ID and Password as last year, but I cannot log into my client portal.
- How do I reset my password?
- When I enter my primary email address as my user name it says I have an invalid username 
- I can log into my web portal, but cannot find the documents I am looking for.
- Do I have to enter the CAPTCHA every time?
- I can?t tell what the CAPTCHA letters are, can I change them?
- How do I upload documents to my portal?
- Can I upload multiple documents at once to my web portal?
- How do I download documents from the web portal?

Q:I am using the same user ID and Password as last year, but I cannot log into my client portal. 
A: We have updated your client portal. Your new login name is your primary email address. You can set up your password by clicking on ?Forgot your password?? and following the steps provided.

Q: How do I reset my password?
A: Click on ?Forgot your password? on the login screen and follow the steps provided.
For more detailed instructions, click here.

Q: When I enter my primary email address as my user name it says I have an invalid username.
A: We have set up your user account with an alternate email address we have on file.  Contact our office and we will make the necessary changes. 

Q: I can log into my web portal, but cannot find the documents I am looking for.
A: Contact our office and we will upload the requested documents. 

Q: Do I have to enter the CAPTCHA every time?
A: Yes.  Every time the green CAPTCHA box is shown, you must enter all of the letters and numbers exactly as typed.  [HT7289 cannot be entered as ht7289.] 

Q: I can?t tell what the CAPTCHA letters are, can I change them?
A: Yes.  You can refresh the CAPTCHA box by clicking the circular arrow box to the right of the CAPTCHA box.   If you have speakers on your computer, you can also press the sound button below it to have the letters read aloud to you. 

Q: How do I upload documents to my portal?
A: Once logged into your portal, enter the Secure File Exchange.  Navigate to the folder where you would like to upload your documents. There is an upload button located on the grey menu bar. 

Q: Can I upload multiple documents at once to my web portal?
A: If you have a Windows operating system, you can download an application that will allow you to upload multiple files at once.  On the grey menu bar, click More.  Choose Download Windows Application from the drop down menu that appears.  

Q: How do I download documents from the web portal?
A: Click on the document you would like to download.  If it does not start downloading immediately, check the settings on your internet browser.