Welcome

Your accounting firm uses the Fintacs client portal to work with you online. It’s the secure home for everything you share with — and receive from — your firm, replacing scattered email threads, lost attachments, and missed deadlines with one organized place to:

• Track the tax and accounting services your firm is handling for you
• Send and receive documents securely
• Review and pay invoices
• See upcoming filing and payment deadlines
• Message your firm and book meetings

Who can use it

The portal supports two kinds of clients:

• Individuals and households — for personal tax returns, estimated taxes, and similar services
• Organizations — for business returns, payroll, 1099 filings, and entity-level work

If you handle both, you can switch between profiles at any time. See Switching Profiles.

Next steps

1. Sign in using the email your accountant invited.
2. Complete onboarding so your firm has the basics on file.
3. Explore the Dashboard to see what’s active.