01
Upload Documents
Send tax documents securely through the portal instead of ordinary email.
Secure Client Portal
Your tax documents, communication, and return workflow in one secure place.
The Clemons Tax Services Client Portal will support the secure document and communication experience used throughout your tax-preparation process.
What You Can Do
A convenient digital home for your tax-preparation process.
02
Electronic Signatures
Complete available signature steps electronically when requested.
03
Secure Communication
Receive portal-based messages related to your tax-preparation process.
04
Return Access
Access available completed tax documents through the portal.
Client Portal
Everything in one place.
Documents
Signatures
Messages
Returns
How It Works
Simple access when filing season opens.
The final portal link will be connected to the website once the new cloud-based tax software is fully activated.
1
Portal opens November 1
Portal access for the 2027 filing season opens Sunday, November 1, 2026.
2
Use your secure client access
Follow the instructions provided for your client portal account.
3
Upload requested documents
Use the portal instead of standard email for confidential tax information.
4
Stay connected during preparation
Use portal tools available through the tax software for documents, messages, signatures, and return access.
Portal opening: The 2027 Clemons Tax Services Client Portal opens Sunday, November 1, 2026. The live portal login button will be connected here as soon as the new tax software portal is activated.
For your protection: Never send Social Security numbers, W-2s, tax returns, or other sensitive tax documents through standard email or the general website contact form. Use the secure Client Portal.