Client portal
The new client portal is live.
Pay invoices, manage your cards, send tax documents, message your team and follow your returns, all in one place, on your phone or computer. Go to portal.dedicatedcpa.com and sign in with the email we have on file for you.
Getting started
- The new client portal is hereWhat is new in the portal, and how to get in.5 steps
- Sign in and reset your passwordSign in with your email and password, and what to do if you forgot it.6 steps
- Put the portal on your phoneAdd the portal to your Home Screen so it opens like an app.5 steps
- Find your way aroundHome, the tabs, switching between your accounts, and getting back.7 steps
Billing and payments
- Pay an invoicePay an invoice in a few taps with a saved card or a new one.5 steps
- Add or remove a cardSave a card for all your accounts, or remove one you no longer use.6 steps
- Choose the card for a monthly servicePick the Main card and the Backup card we use for a monthly service.4 steps
- Pay from an emailed linkPay an invoice straight from our email, without signing in.3 steps
- See your payment historyEvery payment you made, with its date and status.4 steps
Documents and tax returns
- Send your tax documentsSee what we still need for your return and upload it from your phone or computer.4 steps
- Follow your tax returnSee where each return stands, and get it once it is filed.3 steps
- Agreements and signed copiesFind your agreements, download the signed copy and see their invoices.4 steps
Your account
Getting help
Screens show a sample account with made-up details.