SECURE CLIENT PORTAL
Welcome to the Pro Balance secure client gateway. Access your completed returns, upload tax files safely, complete your digital tax organizer, and message your advisory team.
Taxpayer Data Safeguard Compliance: Under the FTC Safeguards Rule and IRS Publication 4557, sensitive documents (W-2s, 1099s, Social Security numbers) must never be transmitted via unsecured email. Our client portal enforces multi-factor authentication (MFA) and encryption in transit and at rest.
LOGIN TO CLIENT PORTAL
Direct sign-in to your authenticated portal dashboard with multi-factor authentication.
UPLOAD TAX DOCUMENTS
Fast encrypted upload pathway for personal or business tax documents without needing a prior account.
COMPLETE TAX ORGANIZER
Fill out your annual personal or business intake questionnaire so our CPAs can begin your return.
CHECK RETURN STATUS
See real-time milestones: In Review, Awaiting Documents, Ready for Signature, or e-Filed.
VIEW DOCUMENT REQUESTS
Review any missing 1099s, closing statements, or items requested by your assigned preparer.
MESSAGE PRO BALANCE
Send a secure question directly to your accounting team or request a phone call.