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If you don't have a Client Portal yet, please contact Toni (toni@bouldercpas.com) so she can email you an invitation, which is now required for setting one up. Please use the same email for both your tax return delivery and your portal set up so that all your tax returns will go automatically to your portal.
With your own secure and encrypted Client Portal, you can access your filed tax returns, see recent activity, pending tasks, and firm information. You can also send and receive documents, distribute K-1s, and review your tax payments or pay your vouchers.
Once your portal is set up, you can access it by clicking on that green link at the bottom of every email from your Tax Manager. Follow the prompts and you will get an access code sent to your email address. You will also create a PIN for accessing your portal on different devices such as your cell phone or tablet.
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