For clients
Your EZ Financial Fitness Client Portal.
One secure place for everything we do together.
Sign in with the email address you gave us.
What you can do in the portal
Upload documents securely
Drag files in from your computer or photograph them with your phone. Every upload is encrypted.
Complete your organizer
A short questionnaire that shows only the questions that apply to you, saved as you go.
Sign engagement letters and e-file authorizations
Electronic signatures that are legally valid, with no printing or scanning.
See requests and the status of your work
Every open request and every stage of your return or books, from Waiting on Your Information to Accepted.
Message us securely
Ask anything about your return or books in one encrypted thread, instead of email.
Pay invoices and download completed documents
Pay by bank transfer or card and keep every finished return and report in one place.
Getting started
You will receive an activation email from us. Open it, set your password, and you are in.
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Watch for the activation email
It comes from us, and the sender address will show TaxDome, the secure platform that powers our portal. Check spam or promotions if it does not arrive within a few minutes.
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Set your password
Open the email, choose a password and confirm it. Your email address is your username.
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Sign in
Use the Client Login button at the top of any page on this site, or the mobile app.
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Start with the first request
Your dashboard lists what we need from you. Work through it in any order, and message us if anything is unclear.
Step-by-step screenshots are coming soon. Until then, reply to your activation email or write to [email protected] and we will walk you through it.
On your phone
Download the TaxDome client app for iOS or Android and sign in with the same email. You can scan documents, sign and message from your phone, and uploads from the app land in the same place as uploads from the web.
Please never email tax documents, Social Security numbers or account numbers. If you are unsure where something goes, message us in the portal.
Troubleshooting
My activation link expired.
Activation links are valid for a limited time. Go to the Client Login page, choose the forgot-password option and enter your email. A fresh link arrives within a few minutes.
I did not get the activation email.
Check spam, promotions and any other inbox you use with us. The sender shows TaxDome, not EZ Financial Fitness. If it is still missing after ten minutes, email us and we will resend it to the address you confirm.
How do I reset my password?
On the login page choose the forgot-password option and follow the email. If your account uses two-factor codes and you lost access to the device, message us from the email address on file and we will verify you before resetting.
Can my spouse or business partner have their own login?
Yes. Message us the name and email address, and we will add them as a contact on your account with access to the same documents. Each person keeps a separate password.
Where do I find my completed return or reports?
Open the Documents area in the portal. Completed returns, financial statements and signed letters are filed by year and by type, and you receive an email notification whenever something new is ready. You can turn notifications on or off in your portal settings.
Why does it say TaxDome?
Our portal runs on TaxDome, a secure platform built for accounting firms. You will see the TaxDome name on the sign-up page, in the mobile app and as the sender of system emails. That is normal, and it is us.
Still stuck? Email [email protected]. We reply within one business day, Monday to Friday.
Not a client yet?
Book a complimentary 20-minute conversation. The portal opens once we are working together.