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How to Use Your Client Portal | TAXDEN


How-To Guide

How to Access and Use Your Client Portal

Follow these steps to activate your account, log in, and securely upload your documents. Each step includes space for a screenshot thumbnail.

1

You will receive an email invitation

You will receive an email invitation from us that looks like the image below. Please click on the Activate button.

Step 1 - Email invitation
2

Register your account

Register by filling in your first name, last name, phone number and creating your secure password.

The password needs to be 12 characters or more AND contain at least one:

  • Upper case letter
  • Lower case letter
  • Number
  • Special character such as ! @ $ %

For it to be successful, then accept the terms and click on Create user.

Step 2 - Registration form
3

You will be redirected to the login page

Once you are successfully registered, you will be redirected to the login page.

Step 3 - Login page
4

Enter your verification code

It will send a verification email with a 6 digit code to your email. Enter in the code and click Submit.

Step 4 - Verification code screen
5

You are successfully logged in

Congratulations! You are successfully logged in and you will see the screen below. On the left panel click on Files and folders.

Step 5 - Home screen with files and folders
6

Click on your name or business name

Click on your name/business name if you are a business.

Step 6 - Name or business folder
7

Open the "Upload Documents" folder

You will see a folder called "Upload Documents". Click on it.

Step 7 - Upload Documents folder
8

You are ready to upload your documents

You are ready to upload your documents! Click on the Upload file button and pick all the files from your computer.

For Mobile users:

If you are logging in from the phone browser, it will allow you to upload from your photo library or take a picture and upload directly.

Step 8 - Upload file button
9

Choose your file to upload

Open file explorer and choose your file to upload.

Step 9 - File explorer selection
10

Confirm your files are uploaded

Once you open your files, you should see them uploaded as shown in the image below. Make sure you hit "Save file" for it to get uploaded.

Step 10 - Uploaded files list
11

Check your "Upload Documents" folder

Make sure your files are showing up in the "Upload Documents" folder and you are done!

Step 11 - Final Upload Documents folder view
You are now ready to make an appointment!

You can make it yourself online or you can call us at 925-602-0100 and we can help you make one.
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