Client Portal

True Tax Enterprises' client portal allows for safe and secure sharing of sensitive materials between the client and our internal teams.  The portal can also be accessed on your phone by downloading the App - making uploading documents even more convenient!  The setup process is simple and can be up and running quickly.

• Upon setup you will receive email notification to get started

• Create account

• Set up notifications to be alerted when there are updates on available materials

• Establish security code and settings

• Ready to start uploading!