Portal is the most secure and easy way to share information with Kingsbery CPAs without the need to password protect your files.
Welcome to My Portal
How to Use Portal
Some of the main benefits and uses are:
- Access to all your tax returns 24/7.
- Ability to give third party consent to other individuals to view your information and select specifically what they can and cannot see and for a finite amount of time.
- Files uploaded for your tax preparation work will be downloaded to our secure servers and deleted from the Portal to save space.
- If you have multiple entities, we can set up multiple Portals under the same login to keep all of your information retrievable and organized.
- Once an item is uploaded, your accountant automatically gets an email – as will you if they upload any item(s).
- Install Silverlight
- If you prefer not to download Silverlight, on the login screen, use ‘Take me to the non-Silverlight login’ link