Log In to our NEW Client Hub App Portal
Access our new client portals at the link below
Use the email invite you receive to set up your original account. If you don't see it, (Check Spam folder) we can re-send the invite
THIS LINK BELOW IS FOR PASSWORD RESETS and EXISTING LOG INS ONLY.
https://taxsavers.
Once you get logged in, you can access a QR code for direct app downloads for mobile devices from your browser
AFTER You schedule your 2025 client appointment,
Greg can deliver What you had last year data and the Smart Client Interview, after most of your 2024 tax return is nearly completed, if required. (Returning clients only).
To upload documents from the mobile app, find the PAPERCLIP or icon in the MESSAGES SECTION at the bottom..
NOTE: The mobile app does NOT support iOS HEIC images.
To upload from a computer after login in, use the Easy Upload button.
Please note the portal and the online scheduler are SEPARATE applications, they ARE NOT connected to each other.