CLIENT PORTAL
Client Portal Access
Existing clients can log in at any time. New clients can create a secure portal account to get started.
Our secure client portal provides a convenient way to exchange documents, communicate with our firm, sign documents, pay invoices, and access important information throughout the year.
Client Portal Apps & Resources
Everything you need to access and use our secure client portal.
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Client Portal Login
Log in to your existing account or create a new portal account.
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 convenient online access to your documents, invoices, requests, 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 — exchange tax documents, financial records, and other requested information.
- View and pay invoices online — conveniently pay invoices for tax and accounting services.
- Review and sign documents electronically — sign engagement letters, proposals, e-file authorization forms, and other documents when requested.
- Complete organizers and questionnaires — provide the information needed for your tax and accounting work.
- Track your work and requests — view the status of your engagements and outstanding items.
- Manage tasks — review and complete requests from our office.
- Communicate securely — keep messages and sensitive information together within the portal.
- Access prior documents — view available tax returns, financial statements, and other documents from prior periods.
Creating Your Portal Account
New clients can create a secure portal account from the login page. Follow the on-screen instructions to register and access the portal. Once your account is created, you can upload documents, pay invoices, complete requests, 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:
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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.
AI TAX CONSULTING PLLC - LICENSED NORTHERN VIRGINIA CPA FIRM
Securely exchange documents, sign forms, pay invoices, and communicate with our firm.