Client Portal

The client portal is designed to provide a secure method to submit tax documents and receive tax returns prepared by our office.

Features:

• Receive tax organizers each year to help gather your tax documents
  • By default, tax organizers are sent in PDF format. If you prefer a fillable web form, please contact us.
• Drag and drop tax documents into the file exchange for tax preparation
• Receive tax returns, engagement letters, and invoices
• Email notifications to let you know something has been uploaded by our firm

Note: The link above is for clients that have an existing account. If you do not have an account, please contact our office at 252-631-1410 or Admin@cssmithcpa.com.