Using our Web Portal
Tax returns and documents may be submitted to clients via our Secure Web Portal. We primarily use the Web Portal to transmit individual tax returns to clients. Clients who opt to use our portals have their returns available to them as soon as they are signed and filed.
If you would like to take advantage of this service, please contact our office.
If your individual return has been sent to our portal, you may access your return at anytime. The following instructions have been provided for ease of service.
* You will receive an e-mail sent to the e-mail address you provided when you signed up for the portal. These e-mails usually arrive in 2-5 business days after your return was signed. The e-mail will contain information needed to access your information. * After you receive your information e-mail, go to our Web site: www.baldwincpas.com and click on the "Secure Client Login" link to the left of any page on our site. * Your Client ID will be provided in the e-mail you received. * Your password will be the 9 digits in your Social Security Number + the 5 digits in your zip code. (For example: 100203000+40475) You must type the "+" sign too, or the password will be incorrect. * Then click Login. |
For assistance, please e-mail Tiffany Sokolowski or call 859.626.4976.