If you are an existing client with an email address on file, then a username will be emailed to you for use on the client portal. You cannot create your own username. As an alternative, you can use the guest exchange to quickly upload documents without formally logging in.

Clients are provided with a secure online portal where you can access your tax and accounting documents, communicate with me, and view your account information. Here's how to use the client portal: 1. Log in to your client portal account using the username provided by our team and your own created password.

2. Once you're logged in, you'll see a dashboard that displays your account information. You can navigate to different areas of the portal using the menu on the left-hand side of the screen.

3. To upload documents, click on the "Documents" tab and then select "Upload Document." You can then choose the file you want to upload and add any necessary details.

4. To communicate, click on the "Messages" tab and then select "New Message." You can write your message and send it directly to your accountant. If you have any questions about using our client portal, please don't hesitate to contact us. Our team is always here to help you make the most of our services.