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Client Login

Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

Instructions for the three primary uses of the Portal

 

Access Tax Organizer for tax return preparation

 

To access the individual tax organizer:

  • 1. Begin by entering your username and password
  • 2. Click on the orange tab “Tax Org” next to your name
  • 3. Left column will list all tabs with prior year information
  • 4. Click on each title to open and enter current year information in column “2015 information”
  • 5. If you need to leave the organizer save your input by choosing option “Save & Close”
  • 6. Once complete select orange button on the top left “Send to Preparer” for office to review

 

If you wish to print the organizer to complete and bring to your tax appointment choose the Create PDF option and Select option to print. Document will print from Adobe

 

Upload Scanned documents to Portal for Daniel Teran, CPA

 

  • 1. Select “File Exchange” (upper left corner)
  • 2. Click on the folders from the following list below: (IMPORTANT)
    • A. Accounting Reports & Documents: To upload Financial Reports, Escrow docs, Purchase & Sale docs, Articles of Incorporation, Contracts, Workpapers, etc.
    • B. Correspondence: To upload confidential letters such as mail to the IRS and FTB.
    • C. Tax Notices Fed & State: To upload any notices you receive from the IRS or FTB.
    • D. Tax Prep Docs: To upload supporting tax documents (W2’s, 1099-INT, 1099-DIV, 1098, Worksheets)
    • E. Tax Return Prior Years: For new clients to upload previous years for our review
  • 3. Click on Upload
  • 4. Click Add file
  • 5. Select the file you wish to upload by double clicking on the document
  • 6. Continue this process if you have multiple documents
  • 7. Click on Start upload. You should see your documents now listed

Should you accidently select the wrong documents to upload to the portal, you have the option to delete any documents. Check the box next to the wrong document and select Delete option.

 

View and Print completed tax returns

 

You will receive an email notification of new items i.e. tax returns sent to your portal. Clicking “Messages” button will list items sent from our office.

  • 1. Begin by entering your username and password
  • 2. Click on your name which will open the folders to the right
  • 3. Click on Tax Returns Folder
  • 4. Click on 12-31-15
  • 5. Two returns will be listed: US Tax Return and CA Tax Return
  • 6. To open each tax return click on the file
  • 7. Give immediate attention to IRS & CA Forms 8879 E-File Authorization. Please sign and return forms to our office via fax or email
  • 8. Make payment by Credit Card by calling our office or mail your payment

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.