You can access our new document management portal by clicking here.

We are excited to launch our new Document Management Portal as a beta pilot.

Your documents now live in one place

We’ve built a client portal, and it changes how you send us documents and how
we send them back to you.

The walkthrough above covers it end to end — it’s about 17 minutes, and it’s
chaptered, so you can jump to whatever you need.

What you can do in it

Sign in with the email address we already have on file, and you’ll see
everything we’ve requested from you, grouped by tax year. Upload directly
against anything still outstanding, add a note if there’s context we should
know, and submit. You’ll get a confirmation email, and a full history you can
come back to and download from at any time.

It works the other way too. Anything we send you — assessments, returns,
audit documents — lands in the same place, filtered by type and year.

You’ll also find your filing deadlines, your CPA4IT team with direct booking
links, and analytics that show how your numbers compare to similar businesses
in your industry.

One thing worth knowing

When you submit a document we haven’t asked for, the portal asks whether it’s
for a new job or an existing one. It matters more than it looks.

Choose Existing Login and your documents go straight to the technician
already working on your file. Choose New Login and it routes through our
office manager first, so she can assign it. Both work — but picking the right
one removes a handoff and gets your file moving sooner. It’s covered at 2:51
in the video.

Tell us what would make it better

We built this ourselves rather than renting someone else’s tool, and that was
deliberate. It means when a client says “this would be easier if…”, we can
actually go and change it — we’re not waiting on a third-party roadmap.

So we’d genuinely like to hear from you. If something is confusing, missing,
or slower than it should be, let us know here.