HOW TO START
Step 1. Activate Account
Open the invitation email and click on the Activate Account button. Then create your password. Enter it twice to confirm, then click SUBMIT.
That’s it! Now you can use your portal. To return to it in the future, you’ll just need to sign in with your email and password.
Step 2. View To-Dos
The first page you see is your dashboard with notifications about important updates, such as unpaid invoices, unseen messages, pending organizers, and unread documents. You’ll also find the contact info for our firm here.
Step 3. Explore the Main Menu in the Left Sidebar
From the sidebar, you’ll be able to easily go wherever you need to on your portal.
- Documents is where you upload your documents, e-sign, and download whatever we’ve prepared for you.
- Chats & Tasks is where you can ask us any questions or respond to any of our requests.
- Organizers is where you fill out any necessary questionnaires needed for us to prepare your documents.
- Contracts is where you e-sign custom engagement letters that are used to define the scope of engagement between us.
- Invoices is where you pay invoices for our services and review payments.
- Settings is where you add additional users to your account if needed.
Step 4. Download the Mobile App
The first page you see is your dashboard with notifications about important updates, such as unpaid invoices, unseen messages, pending organizers, and unread documents. You’ll also find the contact info for our firm here.
To download the mobile app, you can go to Google Play or the Apple App Store. Both links are also available on the firm’s portal login page, your home page once logged in, and in the Settings section of the client portal.
The mobile app makes it simple to do the following:
- Get notifications directly from us so you don't have to worry about missing an important email in your spam-filled inbox!
- Chat with us
- E-Sign an engagement letter
- Complete an organizer
- Pay invoices
- E-Sign documents
- Upload documents
- Mobile: Scan documents with your phone
#1 Tax Preparer/Accountant
We are so grateful to have been nominated for the final round of voting again for a Chronogrammie as the
*** #1 Tax Preparer/Accountant in the Hudson Valley ***! Please help us keep our spot at the top for the THIRD YEAR in a row!