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.
FAQ Topics
Your Resources
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?
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.