For existing clients
Client portal sign-in.
Your secure workspace for document uploads, tax organizers, e-signatures, invoices, and messages with Matt’s team. Hosted on TaxDome and protected with bank-grade encryption.
The portal is invite-only. If you haven’t been onboarded yet, please schedule a call before creating an account — we set up your workspace as part of the engagement.
What’s inside
Everything in one secure workspace.
Document uploads
Securely send W-2s, 1099s, K-1s, brokerage statements, closing documents, and anything else we’ve asked for — no email attachments needed.
Tax organizers
Fill out your annual organizer online. Answers save as you go and flow directly into your return workflow.
E-signatures
Sign engagement letters, 8879s, and other documents from any device. Every signed document is archived in your portal.
Invoices & payments
View invoices, pay online, and see the full history of engagements in one place.
Messages
Secure threaded messages with Matt and the team — use this instead of email for anything sensitive.
Document library
Prior-year returns, signed letters, and reference documents stay accessible any time you need them.
Not a client yet?
Start with a conversation, not a portal account.
The portal is set up for clients we’ve already onboarded. If you’re exploring whether we’re a fit, the right first step is a 30-minute intro call with Matt. We’ll talk through your situation and, if it’s a match, your portal workspace is created as part of the engagement.