Using Our Secure Web Portal

Follow the steps below to log in to your Secure Web Portal: 

Step 1

When your return has been completed, you will receive an email with detailed instructions on how to login to your Secure Web Portal.

Step 2

Login to your Secure Web Portal at the Client Login Center at

Step 3

Your tax returns, invoice, and other relevant documents will be found under “Document Presentation.”

Step 4

Review the draft of your return for accuracy and completeness.  All tax returns are further password protected, with password details send via email.

Step 5:

If you agree with the return, Read the transmittal letter and filing instructions, print and sign the appropriate signature pages.  These can be found in the PDF labeled ActionRequired:

  • Personal tax return
    • Print and sign Form 8879 (Federal e-file form)
    • Print and sign Form DR 8453 (Colorado e-file form)
    • Print and sign any additional state e-file forms if you file tax returns in multiple states
  • Business & Trust tax returns
    • Print and sign Form 8879-PE, 8879-S, 8879-C, or 8879-F (Federal e-file form)
    • Print and sign Form DR 8453P, or DR 8453C (Colorado e-file form)
    • Print and sign any additional state e-file forms if you file tax returns in multiple states
  • We will provide you, if necessary, with any additional filing instructions

Step 6

Pay our invoice (Thank you!)  For your convenience, we accept Visa, MasterCard, Discover, and American Express.

Step 7

Return the signed e-file documents to our office via fax, email, snail mail, or drop off at our office.

Step 8

Your return will be e-filed as soon as we receive and process your signed e-file forms and payment of our invoice.  We will up load the final copy of your return to your Secure Web Portal at this time.

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