Signing in
Learn how to access the portal and switch between profiles. Read more →
Client view
Action items
Updated
Upload prior-year documentsPending
Confirm business detailsPending
Sign engagement letterPending
Service status
BookkeepingIn progress
Tax prepReady
Fintacs Client Portal Help
Everything you need to manage your tax and accounting work with your firm — in one place.
Popular topics
Section titled “Popular topics”Uploading documents
Securely send tax documents to your accounting firm. Read more →
Paying invoices
View and pay invoices from inside the portal. Read more →
Upcoming deadlines
Track filing and payment deadlines for your services. Read more →