Client Portal Introduction

Client Portal Help Center | Introduction - Watch Video

Logging In

We'll send you an invitation via email.  After creating your account, you can login at any time by navigating to https://taxtrailer.clientportal.com

You'll have options to Create an Account, Login, or click Forgot Password.

Portals for Jointly Filed Returns

If you file a joint personal tax return, a shared client portal will be set up in the name of the first person listed as ‘taxpayer’ on the return.  The second person (‘spouse’) listed on your return will also be provided access.  Please submit documents and information for your joint return to this shared portal.  We will need separate email addresses for each taxpayer.

Clients with multiple personal tax and business portal accounts

Toggle between your separate portal accounts by clicking Switch Accounts (bottom left corner).  Please help us keep your documents organized in the appropriate portal accounts.

Let us know if you need assistance accessing your account!