Secure Client Center
Your tax engagement, documents, and next steps in one place.
Active FirstLedger Tax clients can securely upload documents, review engagement status, and receive preparation updates.
Client Center
Designed to keep the engagement organized.
Use the client center for sensitive documents and engagement-specific communication rather than unsecured email.
Documents
Secure Uploads
Portal documents are encrypted before storage and delivered through authenticated download controls.
Visibility
Preparation Status
See whether your engagement is in intake, document collection, preparation, review, or delivery.
Communication
Messages & Requests
Review document requests and updates from the tax team in one organized location.
New client?
Start with intake before requesting portal access.
Your intake helps us identify the appropriate tax service and document requirements before the engagement moves into the client center.