tax client portal
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PPS Accounting // Tax Client Portal
Here at PPS Accounting, we are continuously adopting ways to streamline our processes and create a satisfactory customer experience.
Our firm is now offering a secure online portal for clients to upload their tax documents, sign + pay electronically and chat with the preparers. Not to mention, clients will have access to their tax returns at their fingertips... no more storing paper copies or calling the office for another copy when trying to apply for loans!
*see below on how to Activate your portal
Begin Tax Prep // Online
With the Online Client Portal, you can securely send us your information and documents for tax prep.
You can fill out your Client Info Organizer and upload your documents at your own convenience!
Download the Mobile App
Once your Client Portal has been activated, you can download the mobile app on your iPhone or Android.
With the mobile app, you will be able to securely upload your tax documents, message the tax preparers, sign forms and pay your tax prep fees. Getting your taxes done without even leaving your house; how does that sound?!
Tax Returns at your fingertips!
All your document uploads and tax returns will be housed in the portal, so you'll have them when you need them!
Activate Your Online Client Portal
We have taken the liberty of creating the portal for each of our existing tax clients.
All you have to do now is activate your account, if you currently do not have access to the portal. An activation link will need to be sent to you from us, so you can securely activate your account.
*if you need an activation link, please fill out the form below and we will get you set up! (Activation Links will be sent during business hours)
Contact Us For Details
We're here to help. Call us at 573-547-3662 or email us at taxes@ppsaccounting.com