How Can We Help?

Logging Into The Client Portal

You are here:

9 STEPS

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

Step 1 image

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

Step 2 image

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

Step 3 image

4. Open your email inbox and open this email.

Step 4 image

5. Click the Link

Step 5 image

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.

Step 6 image

7. Confirm the password

Step 7 image

8. Click Create Password

Step 8 image

9. That’s it. You’re done.

Step 9 image

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.

Tags:

Warning: Undefined array key 1 in /home2/simpletaxsupport/public_html/wp-content/plugins/echo-knowledge-base/includes/features/articles/class-epkb-articles-setup.php on line 697
© 2024 SimpleTAX Support. All rights reserved

Privacy Preference Center

Privacy Preferences