Introducing Our New Client Portal

We’re excited to share some exciting news — our firm has launched a new client document gather and delivery portal, designed to make your tax experience simpler, faster, and more secure! With the new portal, everything you need for your tax engagement is now in one convenient place: you can upload documents, complete your annual questionnaire and engagement forms, e-sign your tax returns, make online tax payments, review and return to prior-year tax returns, and message your team — all through an easy-to-use, secure web portal. No app downloads or complicated logins required.

What The Portal Can Do for You

Smart document uploads	Upload files directly from your device — and clearly see what’s still missing
Customized questionnaire (aka tax organizer)	Answer only the questions that apply to you, and the data will follow you year over year
Automatic reminders	Receive friendly task reminders so nothing slips through the cracks
Secure communication	Keep all messages and documents in one place, with unique and up-to-date security features to keep your information safe
Quick electronic signatures	Review and e-sign your tax forms directly in the portal — no separate software required
Access to multiple entities from one login	If you manage accounts for other people or businesses with DHA, you can now access all your accounts, documents, and returns on this single platform, with easy navigation and workflow

Security You Can Trust

Your privacy and data security are always our top priority. The portal software uses industry-standard encryption and secure cloud technology to ensure that your sensitive information is protected every step of the way.

Getting Started

You’ll receive an invitation email from the new portal in the coming weeks, with a secure link to set up your account. Setup takes less than a minute — and once you’re in, you’ll be ready to upload your documents and get started on this year’s return. Our team will be available to answer any questions and make sure your transition to the new portal is smooth and seamless.

We’re confident that the new portal system will make your tax experience easier, clearer, and more efficient than ever before. Thank you for trusting us — we look forward to sharing this upgrade with you!