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CPA Clients Portal

Documents & Payment

Our valued clients are provided a secure site to transfer, store, access documents, make payments or reach out to us for faster service. This portal also provides secure content collaboration and file sharing to support our clients.

Share File / DOCUMENTS

Tax and accounting services clients are provided with a link to access their information on the secure, password-protected portal.

SHARE FILES

Access Tax Returns / DOCUMENTS

Through our third-party software, we work diligently to deliver tax returns electronically for those who qualify* using an intuitive application with a step-by-step, automated filing experience. You’ll be able to review your return, sign, and submit, all from your computer or mobile device. And, did we mention it’s fast, completely secure and easy to use? This platform is a revolutionary tax return delivery process. It provides a customer-friendly interface that walks you through your tax return, while incorporating IRS compliant e-signatures on e-file authorization forms and a payment voucher reminder system.

ACCESS DOCUMENTS

Online Bill Payment

The WiseAnt Group offers easy online payment options — credit card, PayPal, Stripe and electronic funds transfer. Click the button below to access a secure, third-party payment site for your convenience. If you have questions about your bill, please contact us immediately.

MAKE PAYMENT

Client Support

Have questions? Contact us using the Client Support Form for urgent requests or questions. Please be as detailed as possible, so we can best support your efforts and respond in a timely manner.

CLIENT APPOINTMENT CALENDAR

Schedule your next appointment by clicking on the Client Appointment Calendar. Select the date and time that works best for you. A confirmation will be sent after, with reminders leading up to the appointment.

*Please notify us at least 24 hours in advance of any appointment change requests.

CLIENT TESTIMONIALS

When we opened our urgent care center, we needed a reliable compliance and credentialing company to help set up our compliance program and to get our providers in-network very quickly, The WiseAnt Group was our go to company to make this happen. They are always available to guide us anytime we need advice on a compliance issue. Thank you for your services.
Cibolo, TX.
As a small independent practice, I have needed to rely on some external resources and have had a fantastic experience with the tax and bookkeeping services of The WiseAnt Group.
San Antonio, TX.
Credentialing for Medicare can be confusing and frustrating. It was stressful trying to navigate the process on my own, so I turned to The WiseAnt Group for help and am so glad I did. They made the process worry free and kept me apprised the entire way. I just wish I had found them sooner. I highly recommend them.
Austin, TX.
What a breath of fresh air! The in-person financial education training provided by Pamela was excellent! Our team had a great time learning from the experts and they are all on the journey to ditch debt, save money and start building generational wealth.
San Antonio, TX.
We needed to revamp our compliance program, and The WiseAnt Group came highly recommended. Their pricing was great, and the value created for our company was immeasurable! We will use them again! Thank you for helping us create an effective compliance program on a budget.
Houston, TX.
We were about to sign a contract, but the terms were very confusing. Our friend recommended that we use The WiseAnt Group. We are so grateful we did! If you need help with drafting or reviewing important legal documents, look no further. They are an amazing team.
San Antonio, TX.
We have been using Justice and his team for a few years now. While we were only looking for someone to perform our year-end closings and file our tax returns, we actually got a dedicated, valuable business partner. Justice and his team have been an essential key to our success. It was as if we had an “in-house CFO” who managed our accounting, kept us compliant, and provided sound financial planning advice.
San Antonio, TX
For the past 3 years, The WiseAnt Group has prepared our annual tax return and any accompanying papers. We are so pleased with the professionalism, accuracy and care their team has displayed in handling very complex financial matters for us. Justice is easily accessible, answers all our questions and makes sure our filings are timely. If questions arise during the year he is available to guide us. Thanks Justice for helping us keep financial matters in good order.
Dallas, TX.
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At WiseAnt Group, our priority is your business success. For years, we've helped Texas business owners and individuals navigate the complexities of tax strategy, managing their finances, and positioning their business for growth. We are intentional about providing value to our clients and advising beyond accounting.
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Get In Touch

Phone: 210-910-4348
Toll Free: 888-721-8348
Email: wiseantgroup@gmail.com
Location: San Antonio, Texas.

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