My Ntelly Account
Securely log in or upload documents through our portal.
Please do not email tax returns or other confidential information.
We are committed to doing our part to help prevent identity theft. Use our secure client portal to upload documents safely and securely.
Existing clients can log in. New or one-time users may continue as a guest where available.
Companies that work with us include:
Get Started
- Request your secure portal access from our office, or use the portal invitation we send you
- Activate your account from the email invitation
- If your link has expired, contact us and we will resend it
Upload Securely
- Upload tax documents and other sensitive files through the secure portal
- Please do not email tax returns, Social Security numbers, or confidential documents
- Guest upload may be available for certain submissions
Review & Complete
- Review documents we share with you in the portal
- Electronically sign forms when requested
- Download completed returns and important files securely from one place