Here you will find step-by-step instructions on how to utilize the Client Portal. Please be sure to update any outdated cell phone number or e-mail address by contacting our office at 785.742.7825. This will ensure your complete access to make this tax season a breeze for us all!
Once you click on the Client Portal Link, you will be taken to the sign-in page. Be sure to save this website address to your favorites for easy access to the secure portal in the future.
Saving to Browsers
If you are unsure how to save the URL for your browser, please click the link to the web browser you are using to find instructions on how to save the URL.
Here you will be prompted to type in your E-mail and last 4 digits of your SSN.
Security Code Sent to Cell Phone
Based on your contact information on file, the Portal will text you a 6-digit security code. To ensure that a code is generated, please keep us updated when your contact information changes. If no code is received, please call our office at 785.742.7825 for assistance.
Welcome to our Portal!
The 3 sections are: "Client Actions", "Documents" & "Invoices".
1. Client Actions will show our requests for information previously answered or yet to be responded to. 2. Documents will show any documents you previously uploaded and documents we posted for your use. 3. Invoice will show invoices previously paid or yet to be paid.
Upload a Document
Before uploading a document to the Portal, have the document available in a folder on your computer. Click on "View" below the "Document" icon which will lead you to the screen below. Select "Add Document"..
Select the document's tax year and then "Select File" in the blue box.
Highlight the document to be uploaded and select "Open". If you have an open "Client Action", the Portal will assume that the document is related. If that is not the case, please uncheck the completion check-box that appears. Then press "Save". If you plan to upload more document, press "Select File" again and repeat the process. Once finished close the dialog box. You may have to refresh the "Document" screen to display all uploaded documents.
You can securely pay your invoice on the portal. To add or change a payment method, select the "Payment Methods" from the menu. If "Payment Methods" is not visible, click first on the icon with the 3 lines.
To view your "Tasks", which are things the Firm needs from you, you will click on the "Client Actions" tab and you will be redirected to a list of items (or none if we don't need anything) to be completed by you.
For security purposes we strongly recommend that you log out of the portal when you are finished. To do this, click on the "Person" icon, then "Logout". If the "Person" icon is not visible, click first on the icon with the 3 lines. You want to select the little person and select Logout.