About Our Portal
We encourage our clients to allow us to set up a personal portal for the secure exchange of information. You can request a portal at anytime; submit your request by using the link Request to Set-up a Portal OR contact email@example.com and provide an email address for the set-up. You will then be asked to register your portal via an automated email. Once, your portal is set up and registered, then you can upload tax documents or other correspondence for us. The portal enables us to provide forms and tax returns to you, too.
To access your portal after registration, please go to our homepage and select the icon Client Portal Login located on the upper right side. Please click Forgot Password, if applicable and a new password will be emailed to the email address associated with that portal.
Tips for effectively using your portal:
Uploading documents to your portal:
How to access tax returns, including Efiles to sign:
NOTE: Tax returns will not typically be in your File Exchange folders. You should see the names (from the tax returns) listed directly below the words File Exchange. These returns have been uploaded from our tax software. The names could include your personal returns, and trust or business tax returns.
How do I access the portal? Either click on Client Portal Login on our homepage (https://cbtcpa.com) OR go to https://secure.netlinksolution.com/nextgen/?firm=150535. Login box will open.
What is my user name? Initially it is the email you provided at the time we set up the portal. If you do not know your user name, please contact firstname.lastname@example.org or call 678-443-9200.
What is my password? Go to login and enter user name and click Forgot Password. A new password will be sent to the email on file associated with the portal.
How do I change my account login or email? Once in your portal, click on the account name in the upper right corner to edit account (change user name, password and email) or update MFA.
I have a new phone or device and can't seem to get into the portal? You had previously set up MFA (multifactor authentication) and may need a 24 hour passcode to enter portal and then update MFA. You can only get a passcode from email@example.com or by calling 678-443-9200; please include your phone #. Someone may see your message after hours or on a weekend so no need to wait until Monday am. It is worth a try! Once you access the portal, please update password and manage MFA (those options are found by clicking on your name in the upper right corner of portal.).
More MFA glitches. You have entered the 24 hr passcode and still can't get into your portal. It is time for a new password so go to login and click Forgot Password. A new password will be emailed to you. Then use the provided password and ask front desk for a new eight digit passcode to use to access portal. This time you should be able to access your portal. Please make sure to update password and manage MFA (those options are found by clicking on your name in the upper right corner of portal.).
How does your tax preparer know that you have uploaded information? Our front office will receive an email from the portal system each time you upload and then your tax preparer will be notified. You are welcome to send an email, but it is not necessary.
How will I know when something has been added to my portal? You should receive an automated email whenever something has been uploaded by our firm. Please make sure you update your portal account settings so that your best email address is listed. Uploads to any File Exchange folders will automatically be deleted after 14 days, so please save before that happens.
How long does information stay in my portal? Many of our tax preparers will delete your portal uploads once they have saved your information. All content within the File Exchange folders will automatically be deleted after 14 days. Please note that all tax returns which appear below the heading File Exchange remain indefinitely because those returns have been added to your portal by our tax software for your records. Thus, tax returns prepared by our firm, generally will be in a separate file located under File Exchange and those return(s) will be labeled with the name on the tax return.
Will my tax returns be uploaded to my portal annually? Our office will upload returns upon request (either the return will be sent to you by way of the portal at the time the return is finished or you may request an upload after the return has been filed). These returns will appear below the heading File Exchange. You will need to click on the name (it appears in CAPS) and then the returns will be listed by tax year.
Other Questions or Problems using your Portal: Please send a message to firstname.lastname@example.org or call the office if you have additional questions regarding portals or if you incur problems using your portal.