Client portal

Your documents,
off email.

Upload, sign and track everything in one encrypted portal. You see what we have, what's missing and when it's due.

Sign in to the portal →Book a consultation
Two colleagues checking a client's 2026 tax file
Security & technology

Your documents stay off email.

Upload, sign and track everything in one encrypted portal. You see what we have, what’s missing and when it’s due.

  • Bank-level encryption and two-factor sign-in
  • E-signature for engagement letters and returns
  • A partner replies within one business day
Sign in to the portalHow the portal works

Trouble signing in?

Call (212) 555-0148 or email portal@ashcombe-reed.com. We reset access the same business day.

Your 2026 tax fileNext due Oct 15
  • W-2 and 1099 formsReceived
  • Q3 estimated paymentPaid
  • Mortgage interest statementWaiting
  • Engagement letterSigned

Last activity: Daniel Reed reviewed your Q3 file today

Getting set up

Your invite arrives the day you sign your engagement letter.

  1. 1

    Accept the invite

    Set a password and turn on two-factor sign-in.

  2. 2

    Upload last year

    Your prior returns and statements, once.

  3. 3

    Follow the checklist

    We list what's missing and when it's due.

  4. 4

    Sign and done

    Engagement letters and returns, signed in the portal.

Tax season 2026

Tax-season document checklist

Tick what you have. We’ll ask for the rest, and your partner checks the list before your return is prepared.

Income
Deductions
Payments and last year
Download the checklistPDF
Security

Built for documents you'd never email.

The portal encrypts every file in transit and at rest. Only you and your team at the firm can open them.

  • 256-bit encryption in transit and at rest
  • Two-factor sign-in for every user
  • Access logs you can see
Top view of laptop computer, documents, financial bills, alarm clock, calculator and stationery on wooden table in office
Questions

Before you book

Anything else goes to your partner at the consultation.

Do I have to use all of your services?

No. Most clients start with one. The engagement letter lists only what you ask for.

Which bookkeeping software do you work in?

We work in the software you already use, and we can recommend one if you are starting fresh.

Can you take over mid-year?

Yes. We start with a catch-up close and agree the fee for it separately in the letter.

Do you file state returns?

Yes, for every state where you or your business has a filing requirement.