Client Portal Information
We’ve launched our new and improved client portal – One that’s easier to navigate and offers a more personalized, relevant experience.
Our favorite portal features include:
- Drag & drop functionality will make it easier for your to send us your information!
- Soraban tracks and issues alerts – clearly displaying all relevant items that are missing and still need to be collected in real time. This is a big one as we believe it will alleviate a lot of confusion about the status of your information!
- All e-signatures can be applied through this single software. No more having to go into multiple places to sign your forms!
First time logging in (1 minute VIDEO)
How to use your client portal
Navigating your client portal (1 minute VIDEO)
Navigating your questionnaire (3 minute VIDEO)
Managing your tax return (3 minute VIDEO)
How to view and upload your documents
Schedule a Chat
Would you like a personal tour of your dashboard for Q&A? Set up a 15 minute chat with Intake Coordinator Eric Barker.
