Access your files with our secure, online portal application. If you do not have a portal account established, please email your tax preparer to request setup instructions.

To log in for the first time, click the authentication link in your Portal welcome email. You will be asked how you would like to receive your authentication code. You may select to receive your authentication code via email, text message, or voice prompt via telephone. 

On the next screen, enter the code. Check the box at the bottom if you would like Portal to trust your computer or other device for up to 90 days. Using a trusted device means you will not have to repeat the multi-factor authentication procedure. In 90 days, you will have to request another authentication code.