Client Portal — AlphaTaxCo
How It Works
Receive Your Invitation
After your initial consultation, we send you a secure invitation link to your personal portal. No account creation required on your end.
Upload Your Documents
Drag and drop W-2s, 1099s, prior returns, IRS notices, payroll records, or bank statements directly into your portal — all encrypted in transit and at rest.
We Handle the Rest
Your AlphaTaxCo team reviews your documents, prepares your returns or resolution strategy, and keeps you updated every step of the way.
Bank-Level Security
Your financial documents are sensitive. Our portal uses 256-bit AES encryption for all stored files and TLS 1.3 for all data in transit — the same standards used by major financial institutions. Documents are never stored on personal devices or sent as unencrypted email attachments.
Already a Client?
Access your secure portal below. If you haven't received your invitation yet, contact us and we'll send one within one business day.
Not a Client Yet?
Schedule a free consultation first. Once we connect, you'll receive your secure portal invitation within one business day.
Request a Free Consultation →