(541) 388-7888 | cpa@sgabend.com

Client-resources

Accessing Your Portal and Client Organizer

Jaime

March 3, 2016

As you may well have noticed, we did not send out paper copies of client organizers this year.  You should have received a letter back in November notifying you of the change, then an email in January with instructions on how to access your client portal and organizer.  We know that it is easy to overlook a letter or an email, so we thought it best to publish the instructions where they are readily available.

To Access Your Portal and Your Client Organizer:

 

1.  Go to sgabend.com and click on Client Login under the Client Center.

2.  Login

  1. Username is the primary email address associated with your account.
  2. Password is the first initial, last name and last 4 digits of the primary Social Security Number associated with your account (all lowercase letters, no spaces).

3.  Once inside the portal, on the left side, you will see a list of the entities to which you have been given access.  Click on the entity for which you would like to see documents displayed.

4.  Now you will see folders to the right (under Name).  Click on Tax Returns.

5.  Click on the folder labeled 12-31-15.

6.  Click on the PDF labeled Client Organizer.  Print and fill out the organizer.

Your portal will be the only way that we will digitally exchange information with clients going forward. You can upload documents, including your completed organizer and supporting documents for tax preparation, for our review at any time.  To upload documents to your portal.  

  1. Click on File Exchange, which is located directly above your name and any other entities that you have been given access.
  2. Click on the folder labeled Document Exchange.
  3. Click on Upload.
  4. Select the files that you would like uploaded to your portal and click Start Upload.

Upon completion of the document upload, our office will receive an automatic notification that there are new documents available for our review.  Please contact Jaime in the front office at 541.388.7888 if you have any questions or difficulties working within your portal.

 

 

 

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