--- title: Client portal | Ashcombe & Reed, CPAs description: Sign in to upload documents, sign your engagement letter and download your returns through the encrypted client portal. --- [Skip to main content](https://www.nopethemes.com/tickmark/client-portal#main-content) Next deadline: [extended individual returns, Oct 15 →](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) [Documentation](https://www.nopethemes.com/tickmark/documentation?hsLang=en)·[Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)·[(212) 555-0148](tel:+12125550148) [![Ashcombe & Reed, CPAs](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-accounting/images/brand/ashcombe-reed-editorial-lockup-light.svg)](https://www.nopethemes.com/tickmark/home?hsLang=en) - Services Services - [Tax preparation & planningBusiness and personal returns, planned before year end.](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) - [Bookkeeping & monthly closeReconciled books, closed by the 10th of every month.](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en) - [AdvisoryCash-flow forecasts, entity choices and a monthly review.](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en) - [Audit & assuranceReviews, compilations and audits for lenders and boards.](https://www.nopethemes.com/tickmark/services/audit?hsLang=en) [All services](https://www.nopethemes.com/tickmark/services?hsLang=en) ![A partner meeting a client at a round table](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/video-poster.jpg?width=800&name=video-poster.jpg) Free consultation An hour with a partner, free. Bring last year's return. You leave with a written scope and a fixed fee. [Book a consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en) - Industries - [Dental & medicalPractice entities, owner pay, buy-ins.](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) - [ConstructionJob costing and bonding statements.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [RestaurantsTips, payroll and food-cost reporting.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [NonprofitsForm 990, restricted funds, audits.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Retail & tradesInventory, sales tax and seasonal cash.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Real estateRentals, 1031 exchanges, depreciation.](https://www.nopethemes.com/tickmark/industries?hsLang=en) [All industries](https://www.nopethemes.com/tickmark/industries?hsLang=en) - Partners - [![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/authors/author-eleanor-ashcombe.jpg?width=96&name=author-eleanor-ashcombe.jpg) Eleanor AshcombeManaging partner · tax](https://www.nopethemes.com/tickmark/partners/eleanor-ashcombe?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/authors/author-daniel-reed.jpg?width=96&name=author-daniel-reed.jpg) Daniel ReedTax partner · CPA, CFP](https://www.nopethemes.com/tickmark/partners/daniel-reed?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/authors/author-denise-carter.jpg?width=96&name=author-denise-carter.jpg) Denise CarterAudit partner](https://www.nopethemes.com/tickmark/partners/denise-carter?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/authors/author-robert-hale.jpg?width=96&name=author-robert-hale.jpg) Robert HaleAdvisory partner](https://www.nopethemes.com/tickmark/partners?hsLang=en) [Meet the firm](https://www.nopethemes.com/tickmark/partners?hsLang=en) - [Fees](https://www.nopethemes.com/tickmark/fees?hsLang=en) - [Tax calendar](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) - [Blog](https://www.nopethemes.com/tickmark/blog?hsLang=en) - [Contact](https://www.nopethemes.com/tickmark/contact?hsLang=en) [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en) [Book a consultationBook now](https://www.nopethemes.com/tickmark/contact?hsLang=en) - Services - [Tax preparation & planningBusiness and personal returns, planned before year end.](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) - [Bookkeeping & monthly closeReconciled books, closed by the 10th of every month.](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en) - [AdvisoryCash-flow forecasts, entity choices and a monthly review.](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en) - [Audit & assuranceReviews, compilations and audits for lenders and boards.](https://www.nopethemes.com/tickmark/services/audit?hsLang=en) [All services](https://www.nopethemes.com/tickmark/services?hsLang=en) - Industries - [Dental & medicalPractice entities, owner pay, buy-ins.](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) - [ConstructionJob costing and bonding statements.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [RestaurantsTips, payroll and food-cost reporting.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [NonprofitsForm 990, restricted funds, audits.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Retail & tradesInventory, sales tax and seasonal cash.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Real estateRentals, 1031 exchanges, depreciation.](https://www.nopethemes.com/tickmark/industries?hsLang=en) [All industries](https://www.nopethemes.com/tickmark/industries?hsLang=en) - Partners - [![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/authors/author-eleanor-ashcombe.jpg?width=96&name=author-eleanor-ashcombe.jpg) Eleanor AshcombeManaging partner · tax](https://www.nopethemes.com/tickmark/partners/eleanor-ashcombe?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/authors/author-daniel-reed.jpg?width=96&name=author-daniel-reed.jpg) Daniel ReedTax partner · CPA, CFP](https://www.nopethemes.com/tickmark/partners/daniel-reed?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/authors/author-denise-carter.jpg?width=96&name=author-denise-carter.jpg) Denise CarterAudit partner](https://www.nopethemes.com/tickmark/partners/denise-carter?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/authors/author-robert-hale.jpg?width=96&name=author-robert-hale.jpg) Robert HaleAdvisory partner](https://www.nopethemes.com/tickmark/partners?hsLang=en) [Meet the firm](https://www.nopethemes.com/tickmark/partners?hsLang=en) - [Fees](https://www.nopethemes.com/tickmark/fees?hsLang=en) - [Tax calendar](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) - [Blog](https://www.nopethemes.com/tickmark/blog?hsLang=en) - [Contact](https://www.nopethemes.com/tickmark/contact?hsLang=en) [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[Book a consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en) [Documentation](https://www.nopethemes.com/tickmark/documentation?hsLang=en)[Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[(212) 555-0148](tel:+12125550148) 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](https://www.nopethemes.com/tickmark/contact?hsLang=en) ![Two colleagues checking a client's 2026 tax file](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/art/hero-portal.png?width=600&height=680&name=hero-portal.png) 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 portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[How the portal works](https://www.nopethemes.com/tickmark/client-portal#how-it-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 - W-2s from each employer Jan 31 - 1099-NEC, 1099-INT and 1099-DIV formsEvery bank and brokerage that paid you Feb 15 - K-1s from partnerships and S corporations Mar 15 - Rental income and expensesOne summary per property Deductions - Mortgage interest statement (Form 1098) - Property tax bills - Charitable receipts over $250 - Childcare provider name and tax ID Payments and last year - Estimated tax payments with datesFederal and state, all four quarters - Last year’s federal and state returns - Any IRS or state notices you received [Download the checklistPDF](https://www.nopethemes.com/tickmark/client-portal#checklist-download) Print Clear ticks 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](https://www.nopethemes.com/hs-fs/hubfs/tickmark-demo/feature-desk.jpg?width=1200&height=800&name=feature-desk.jpg) 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. [![Ashcombe & Reed, CPAs](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-accounting/images/brand/ashcombe-reed-editorial-lockup-light.svg)](https://www.nopethemes.com/tickmark/home?hsLang=en) CPAs for owner-run businesses and the families behind them. 118 West 27th Street, New York21 Church Street, Montclair - - - - Services - [Tax preparation](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) - [Bookkeeping](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en) - [Advisory](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en) - [Audit](https://www.nopethemes.com/tickmark/services/audit?hsLang=en) Industries - [Dental & medical](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) - [Construction](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Restaurants](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Nonprofits](https://www.nopethemes.com/tickmark/industries?hsLang=en) Firm - [Partners](https://www.nopethemes.com/tickmark/partners?hsLang=en) - [Fees](https://www.nopethemes.com/tickmark/fees?hsLang=en) - [Tax calendar](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) - [Blog](https://www.nopethemes.com/tickmark/blog?hsLang=en) Clients - [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en) - [Contact](https://www.nopethemes.com/tickmark/contact?hsLang=en) - [(212) 555-0148](tel:+12125550148) - [Email us](mailto:hello@ashcombe-reed.com) Theme - [Documentation](https://www.nopethemes.com/tickmark/documentation?hsLang=en) - [LP 1 · Consultation](https://www.nopethemes.com/tickmark/free-consultation?hsLang=en) - [LP 2 · Checklist](https://www.nopethemes.com/tickmark/tax-season-checklist?hsLang=en) - [LP 3 · Year-end](https://www.nopethemes.com/tickmark/year-end-planning?hsLang=en) © 2026 Ashcombe & Reed, CPAs · Licensed in NY and NJ · AICPA member [Privacy](https://www.nopethemes.com/tickmark/legal#privacy)·[Terms](https://www.nopethemes.com/tickmark/legal#terms)