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.
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.
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.
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.
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