CLIENT PORTAL
Introducing our NEW CLIENT PORTAL!
Ready to get started? Access your account on the Client Portal now! Here's our Portal Link to sign up and use it every time you'd like to log on to access your account:
Client Portal – Secure Access to Your CPA 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:
Our Process
Access your account and get started with these simple steps:
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Activate Your Account
Sign up and activate your user account to begin using the Client Portal.
Go to Client Portal
Client Portal | Secure Online Access to Tax & Accounting Services
At AI Tax Consulting PLLC, our encrypted Client Portal makes it simple to manage your taxes and accounting in one place. Whether you’re in Fredericksburg, Stafford, Northern Virginia, or working with us virtually anywhere in the U.S., the portal gives you 24/7 access to your returns, payments, and communications.
What You Can Do in the Portal
Our client portal is more than just a document center. With it, you can:
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Upload and download files securely – share W-2s, 1099s, QuickBooks data, and more.
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View and pay invoices online – make secure payments for tax and accounting services.
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Sign engagement letters and proposals electronically – no printing or scanning required.
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Complete organizers and inquiries – respond quickly to tax questionnaires.
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Track your tax return progress and engagements – see the status of your filings and other projects in real time.
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Manage and update tasks – check off requests as you complete them.
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Save secure communications – keep all CPA messages and responses in one place.
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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 your CPA.
Access From Any Device
The portal is fully mobile-friendly and also available as an app. With the app, you can:
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Snap and upload documents directly from your phone,
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Review and sign forms instantly,
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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