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Clients may now pay their invoices by using an eCheck or Credit Card through a secure system hosted by CPA Charge.  You do not need a portal with us to use this payment system.  Click on the PAY INVOICE button in the Client Toolbar.
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COVID-19 and Tax Law Updates and FAQ

We remain committed to processing client work and are practicing social distancing in our office with both employees and clients.  Our first goal is doing our part to help prevent the spread of Covid-19.  We have also prepared Frequently Asked Questions about Federal, North and South Carolina Tax Relief. Click above to read our FAQ.

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Portal FAQ's

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Portals - Frequently Asked Questions

Your portals are the most efficient way to receive your tax reurns, your trial balances, your financial statements and other work we do for you.  You can also send us information securely and avoid the pitfalls of email.  Here is some basic information about your portals and where you can login to your portal.

If I don't have a portal, can I get one? What happens if I forget my password? What can you send me on my portal? What can I send you through my portal? How do I login to my portal?

You Can Get a Portal at Any Time

We can create a portal for you at any time.  If you are already a client and do not have a portal, let us know and we will create one for you.  We have instructions to help you get the hang of using a portal.

Resetting Your Password

If you forget your password, do not worry.  If you answered your security questions when you setup your portal, you can reset your own password at the login screen (click reset password) at any time.  Otherwise, you will need to call us during business hours and we can reset your password for you.

We Can Send You Almost Anything on Your Portal

Your portal is a great place to receive work we do for you.  You can receive your tax returns, your trial balances, your financial statements, tax plans and other items we parepare for you.  Everything is organized by type of document and year, so you can easily find things.  Also, see how portals can help you with Tax Season.

You Can Send Us Files Through Your Portal

The portals are secure ways for you to send us your files.  Using File Exchange, you can send PDF's of tax documents, Quickbooks files, excel and word files and any other file type.  You can sign documents and send them to us through your portal.  You can also send us your social security number or other sensative data because the file exchange system on your portal is secure.

Logging in to Your Portal

You can log into your portal through the login on our website, or through the Thomson Reuters website.