Clients with portal access

Only clients on this list can sign in. They get their code by text at the number below.

Add or update clients, one per line: Name, email, cell phone, Individual or Business, SharePoint folder link (optional)Or import a CSV file (Tax Organizer export or a spreadsheet). Columns: Client #, Name, Email, Other emails, Cell phone, Type (Individual/Business), Folder link

Folder link: open the client's folder in SharePoint, click Share > Copy link (or copy the address bar). Inside the client's folder, create year folders (2025, 2026…) with a Client Uploads folder in each. The client sees and adds to each year's Client Uploads only (view, no download); everything else in the folder stays private to the firm. Use the client's folder in the Individual Taxes or Business Taxes library.

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