CLIENT CENTER

For tax client support, including safely uploading confidential information, select a specific portal below. We’ve also included video resources to walk you through the electronic tax organizer.

SEND DOCUMENTS TO A DEPARTMENT

If you’d like to send documents to a specific  department, select the department below to get started.

Tax Department

Assurance Department

415 Access

Upload Accounting DOcuments

Send CONFIDENTIAL information to partners, tax department or audit department that you do not want to send by regular email.

upload documents
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REQUEST PRIOR YEAR TAX RETURNS

Retrieve copies of your personal or business tax return.

Request Prior Year Tax Returns
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THIRD PARTY ADVISORS

If you are an advisor to a 415 Group client, view files that were loaded to your portal.

View Files
advisers_clientportal

Electronic Tax Organizer Tutorial - Extended

Electronic Tax Organizer Tutorial - Short

Remote IT Support

Working with our IT team? Allow our IT team to remotely access your computer.

Request Remote IT Support
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MAKE A PAYMENT

Pay your bill securely online.

Bill Pay