Your private, secure place to share tax documents with me. Please use the portal instead of email or text for anything sensitive.
Use the secure link in your activation email to log in. Your email address is typically your username, and you chose your own password when you activated your account.
Lost your activation email or need help logging in? Email mum@taxfilesadvisory.com and I will help.
Here is how to get your account set up. The portal is for clients who have signed an engagement agreement.
After our free call, if you decide to move forward, we both sign the Client Engagement Agreement. Your portal is set up right after that.
I start your account and the portal sends an activation link to the email address I have on file for you. If you do not see it within a day, check your spam or junk folder, or let me know.
Click the activation link. It opens a secure setup page where you confirm your details and create your own password. Your email address is typically your username from then on.
Upload your tax documents for the current tax year. The checklist on the New Clients page shows what to gather. Missing something? Upload what you have and we will sort out the rest together.
I verify the identity of every new client before accepting documents. It is a simple step that protects you and your refund.
Book your free 15-minute call, or see how getting started works.
Request my free call