CLIENT PORTAL

Client Portal Access

Our secure client portal is used for tax preparation, accounting, and related professional services. Existing clients may log in at any time. New clients can create their own secure account to get started.
ACCESS CLIENT PORTAL

Secure Access to Your Tax & Accounting Services

Our commitment to providing seamless communication while safeguarding your information is our top priority. Our secure portal ensures that your data is always available and protected:

Easy Access:

You will receive a link to our online portal, allowing you to access your documents anytime, from anywhere. Download our mobile app, available for Android and iOS, which includes a built-in scanner!

Year-Round Access:

All your documents are available year-round, securely stored within our portal. Enhance your data security by enabling Two-factor Authentication (2FA).

Electronic Signatures and Invoice Payments:

Receive documents for electronic signature, and conveniently make invoice payments directly within the portal.

Secure Messaging:

Expect secure messages with to-do items, ensuring a smooth exchange of necessary information such as bank statements and W2 forms etc.

Client Portal Apps & Resources

Everything you need to access and use our secure client portal.

  • iOS Application

    Download the mobile app for Apple iPhone.

    iOS Application

  • Android Application

    Download the mobile app to use on Android phones

    Android Application

  • User Guide

    Explore the client portal user guide for comprehensive instructions.

    User Guide

  • Client Portal Login

    Sign up and activate your user account to begin using the Client Portal.

    Go to Client Portal

Client Portal Overview

At AI Tax Consulting PLLC, our secure client portal is the primary way we manage tax preparation, accounting, and client communications. It allows you to work with our office efficiently in one centralized, secure location.

Whether you are an existing client or getting started for the first time, the portal provides 24/7 access to your documents, invoices, and ongoing work with our office.

What You Can Do in the Portal

Our client portal is more than just a document center. With it, you can:

  • Upload and download files securely – share W-2s, 1099s, QuickBooks data, and more.

  • View and pay invoices online – make secure payments for tax and accounting services.

  • Sign engagement letters and proposals electronically – no printing or scanning required.

  • Complete organizers and inquiries – respond quickly to tax questionnaires.

  • Track your tax return progress and engagements – see the status of your filings and other projects in real time.

  • Manage and update tasks – check off requests as you complete them.

  • Save secure communications – keep all CPA messages and responses in one place.

  • Access prior returns and financial statements – stay organized year after year.

Creating Your Portal Account

New clients can easily create their own account. Simply click the “Sign Up” button on the login page, follow the instructions, and register in just minutes. Once created, you’ll have instant access to upload documents, pay invoices, track returns, and communicate securely with our office.

Access From Any Device

The portal is fully mobile-friendly and also available as an app. With the app, you can:

  • Snap and upload documents directly from your phone,

  • Review and sign forms instantly,

  • Track tasks and return progress on the go.

Security and Peace of Mind

Your information is protected with bank-level encryption and multi-layer security. By using the client portal, you gain peace of mind knowing that your tax returns, communications, and accounting records are secure and accessible anytime.

📍 Access the portal anytime here: portal.aitaxconsulting.com