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Logging Into The Client Portal

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9 STEPS

1. The first step is to open the Client Portal and click Register your account

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2. Enter the User ID provided via email from SimpleTAX Support.

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3. The account registration email has been sent to the email address shown here.

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4. Open your email inbox and open this email.

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5. Click the Link

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6. Create a password. Passwords must be at least 8 characters and include at least 1 capital letter, lower case letter, number, and special character.

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7. Confirm the password

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8. Click Create Password

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9. That’s it. You’re done.

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Here’s an interactive tutorial

https://www.iorad.com/player/1672790/How-to-register-for-the-Client-Portal

 

 

  1. To access the SimpleTAX Client Portal click on the link below.

https://simpletax.mytaxofficeportal.com/

  • To login to your Client Portal, enter the User ID provided to you via email from SimpleTAX Support and your password. Then click the login button.

  • If you don’t know your password, click Forgot Password.

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