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Client portal experience

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This article outlines the full taxpayer experience in the client portal dashboard. The taxpayer can:

view and access outstanding tasks

upload and download documents

pay vouchers

distribute K-1s

update settings

Refer to our Client Experience: Client Portal on Mobile article for mobile-specific instructions and limitations.

note

The client needs to be registered in the firm's Client Portal Management dashboard to access the portal.

Access the Client Portal

The firm can send the client an invitation email to register for the client portal from their Client Portal Management dashboard. Alternatively, the firm can provide its custom client portal URL located in

Product Settings
General

Select Register Now
in the onboarding email.

Create New Account

Select Sign Up
or select Register Now
in the onboarding email.

Enter your Name
.

Enter your Email ID
.

Enter a Mobile Phone Number
(optional).

Select Verify your email
.

Enter the Access Code
sent to your email.

Select Confirm
.

Enter a 6 digit PIN into the Create PIN
field (used for future sign-ins).

Enter the same 6-digit PIN into the Confirm PIN
field.

Select
Create Account
.

Recover or Reset Your Email ID

You can reset your email ID from the Client Portal sign in page if you have a recovery email set up.

note

A recovery email needs to be set up in your Client Portal for this feature to function.

You can set up a recovery email in the

Security

section of your Client Portal account.

Refer to the Security Settings section for more information.

Select Recover or reset your email ID
.

Reach out to your tax firm to recover your email ID or select please click here
to reset your email ID.

Select the Email Address
or Phone Number
radio button.

Enter the Recovery Email
address or Recovery Phone Number
(mobile number required).

Enter the Existing Email ID
.

Select Continue
.

Enter the Access Code
sent to your recovery email or phone number.

Select Confirm
.

Enter the new email ID for your Client Portal.

Select Continue
.

Enter the Access Code
sent to your new Client Portal email.

Select Confirm
.

Enter your Email ID
.

Select Continue
.

Enter your PIN
(only required when logging in from a new browser or device).

Select Continue
.

Enter the Access Code
sent to your email.

Select Confirm
.

Homepage

This is the main dashboard for the Client Portal. You can review recent activity, pending tasks, completed tasks, firm information, and notifications.

Recent Activity

This section displays the 5 most recent actions taken, including opening or completing tasks and downloading files. This section doesn’t display actions taken in the Tax Payments or K-1 Distribution sections.

View a summary of your Recent Activity
.

Select the Name
of the item to be redirected to it.

Send Files

Select Send Files to CPA
to upload documents to your tax firm.

Contact Information

View the Contact Information
for someone at your tax firm.

Notification Bell

Select the Notification Bell to open your recent notifications.

Select a line item to be redirected to that document or task.

Completed Tasks

Select Completed Tasks
.

Review recently completed items.

Pending Tasks

Review your Pending Tasks
.

Select Get Started
to be re-directed to that task.

Documents

Review and download completed, sent, and received documents.

Select Documents
in the left panel.

Search & Filter

Choose which documents to display.

Search

Enter a keyword into the Search
field.

Select Search
to display related documents.

Filter

Select the Filter
button.

Select a Date Range
(optional).

Select one or more Status
(optional).

Select one or more File Type
(optional).

Select Apply
to save any changes made.

Sort

Select Sort By
.

Select Newest First
or Oldest First
to sort by date.

View

Select the arrow next to a folder to expand it.

Locate the document.

Review the signature Status
for documents requiring signature.

Select View
to open a preview of the document.

Use the Navigation Bar
or Bookmark
panel to review the document.

Select Download
to save a copy.

Download

Individual File Download

Select the arrow next to a folder to expand it.

Locate the document.

Select More
.

Select Download
to save a copy.

Bulk or Large File Download

Select one or more documents to download.

Select Download
.

A message tells you the files were downloaded to the

My Downloads

section.

Select My Downloads
.

Select Download
to download a ZIP file containing the files.

View Message

Select the arrow next to a folder to expand it.

Locate the document.

Select the More
button.

Select Message From CPA

Select View Message
to see a note from your tax firm.

Select OK
to close the window.

Upload

Upload documents to your tax firm.

Select Send Files
to be re-directed to the firm's upload page.

Follow the steps in our Upload Documents guide (access code is not required when uploading from the Client Portal).

Tax Payments

Review your tax payments and pay your vouchers.

Select Tax Payments
.

Vouchers are separated by Due Date
.

View

Select View
.

Review a summary of your payments due for that due date.

Select Ok
to close the summary.

Pay

Select Pay
to be re-directed to your Make Payments dashboard.

Follow the steps in our Make Voucher Payment article.

Distribute K-1s

Review K-1 delivery status and distribute K-1s.

Select Distribute K-1s in the left panel.

Review the delivery Status.

Select Distribute.

Follow the steps in our K-1 Distribution article.

Security Settings

Update security settings related to your Client Portal account.

Select Security Settings
.

Merge Emails

If you have had documents delivered to multiple email addresses, you can merge those into your existing account. Each email address can only be linked to 1 Client Portal.

note

Merged email addresses cannot be used to log in. Any documents associated with the merged email will be available in the main Client Portal, but the merged email address can't be used to create a separate Client Portal or login to the main Client Portal.

Enter an email address into the Add another email ID
field.

Select Add
.

Enter the Access Code
delivered to that email address.

Select Verify Code
.

Update PIN

Update the PIN used to sign in to your Client Portal account.

Select Update
.

Enter your Current PIN
.

Enter your New PIN
.

Enter your new PIN to Confirm
.

Select Update
.

Update Email ID

Select Update
.

Enter the New Email ID
.

Select Update
.

Grant Third-Party Access

Grant a third-party access to your client portal to review documents and perform actions like distributing K-1s. These people only receive access codes via mobile for security reasons. Third-parties can't access tasks requiring a signature that haven’t been signed by the main portal user. This access is only granted for 48 hours.

Grant Access

Select Add
.

Enter the third-party's Name
.

Enter the third-party's Email ID
.

Enter the third-party's Mobile
number.

Select Page Access
options to determine which areas/documents the third-party can access.

Select Add User
.

The third-party needs to authenticate:

Select Send Link
to send a Client Portal access link to the third-party.

Select Edit
to edit their details and permissions.

Select Delete
to remove third-party access.

Third-Party Authentication

The third-party receives an email notification from noreply@safesendreturns.com to verify their access.

Select Verify Your Access
.

Select Send Code
.

Enter the code sent to your mobile device.

Select Confirm
.

Client Portal user must Send Link
to the third-party.

Select Access Client Portal
in the new email.

Follow Send Code
steps outlined above.

Add Recovery Email

Select Update
.

Select the Email Address
radio button.

Enter a Recovery Email
address.

Select Update
.

Add Recovery Phone Number

Select Update
.

Select the Phone Number
radio button.

Enter a recovery Phone Number
(mobile number required).

Select Update
.

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Client portal experience

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