IMPORTANT
We are moving VERY fast to eliminating email and FB messages for tax purposes because of security and sensitive information about you. We have had a Tax Portal for 4 years now and it is working great.
A tax portal is a website and you use portals everyday if you are using the internet. A portal could be logging on to your bank, medical facility or credit card company and log in. There you can look at your information and communicated much more safely.
Our tax portal is very secure and you can do multiple things with it.
1.Send/receive secure messages
2.Upload documents
3.See your tax for this year and previous years. Always have a hard copy of computer stick as a backup for yourself)
4.Check your refund status
5.Update address, email, phone and password
6.Links to kids returns possible
WARNING: PLEASE DO NOT SKIM INSTRUCTIONS FOR LOGGING IN!!!!! Returning clients - Portal access is going to https://login.atomanager.com/ATOM_WTL/WebInfo.aspx . Email us for an access code and to set password. Then you can create a permanent password and start uploading, any questions, email or call us.
1. Fill out update information sheet (you can find this below)
2. Sign Engagement letter (if need to Esign let us know)
3. Please name you documents as you save them before uploading them.
4. Please sort papers, income first then expenses.
5. Total your receipts. (Business expenses, donations…etc…)
6. Any additional notes please write in a separate message
7. If you have an appointment, please get us your information at least 4 days prior to your appointment.