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Client portal

Your whole file, on your phone.

Your portal opens the day you sign the engagement letter. Until then, you can start an intake here.

Client login

Your login invitation arrives by email after the engagement letter is signed. If you are a client and have not received it, email hello@fairmountcpa.com.

Existing client? Email us for your login link

New client intake

4 minute intake · no obligation

New client? Start an intake

Security

Encrypted in transit and at rest, two step sign in, and we never send tax documents as email attachments.

Client portal

Everything about your engagement, on your phone.

No email attachments, no lost documents, no wondering where things stand. The portal is included with every engagement.

  • Secure document uploadPhotograph a form from your phone or drag a PDF in. Encrypted in transit and at rest, organized by tax year.
  • Live status and deadlinesSee exactly where your return is, what we still need, and every filing date on one calendar.
  • Messages and e-signatureAsk questions in a private thread and sign engagement letters and e-file authorizations without printing anything.
  • Invoices, time, and paymentFixed fee or hourly invoices with the time detail attached, paid by card or bank transfer, receipts kept in the portal.
Become a client
PortalStart an intake