Secure client workspace
Your tax and bookkeeping work, in one private portal.
Upload requested documents, answer organizer questions, message the ProTax team and follow your work without email chains.
- Secure documentsSend files to your connected ProTax Drive folder.
- Personalized checklistSee what is received, missing or not applicable.
- Messages and progressReply to requests and follow each service in one place.
Your portal is encrypted in transit. Never send passwords or banking credentials in notes or chat.
Client access
Sign in to ProTax Client Portal
Access your organizers, documents, requests and service progress.
First time working with ProTax?No login is required to begin.
Start secure intake
ProTax team member?
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