Tax and Business Client Login Instructions for Tax & Business Clients once you have logged in: Click on Document Presentation Click on the appropriate folder, then the appropriate year (or month) Tax Returns and Supporting Documents are located in Tax Return folder Payroll and Financial Statements are located in Accounting folder Other documents are located in Working Papers folder Click on the .pdf document to review in Adobe  Documents are permanent in the portal, and do not have to be printed or saved unless it is your preference If you have a current account with us, please log in. Need help in logging in? Your user name is: first 4 letters of last name, first 4 letters of first name, and last 4 digits of Social Security number.    Your password is: your social security number, and first letter of last name, no dashes and all lower case. (unless you have changed it.)  If you need help in logging in, please do not hesitate to call the office.