Access Client Portal
Use the sign-in information associated with your invitation. View your organizer, answer questions and upload documents requested for your tax preparation.
Open secure portalFOR EXISTING TAX CLIENTSYour documents.
Your documents.
A simpler way to share.
Already received an invitation from Carr Accounting Solutions? Sign in to your secure client workspace to complete tax organizers and share requested documents.
Opens our secure third-party document portal in a new tab. The sign-in page is operated separately from this website.
SECURE TAX DOCUMENT EXCHANGE
Share tax documents through your secure, invitation-based client workspace. Please do not send them through a public contact form or regular email.
CHOOSE YOUR NEXT STEPAlready a client?
Already a client?
Or just getting started?
The process is different depending on whether you've received a secure portal invitation.
Request a consultation
New to Carr Accounting Solutions? Tell us what service you need. Once we confirm the engagement and next steps, we'll send instructions for accessing our secure document portal if appropriate for your tax work.
Contact Carr Accounting SolutionsYOUR CLIENT WORKSPACEThree steps.
Three steps.
One organized workflow.
Our document portal is a secure third-party service accessed by invitation, separately from this public website.
Look for your invitation
We'll send you a secure client portal invitation after setting up your tax-document request. Follow the invitation instructions to get started.
Complete your requests
Sign in to your account, review the checklist or questionnaire, and upload the requested documents directly to your secure workspace.
Keep the conversation moving
Return to your workspace if additional information is requested. Contact Carr Accounting Solutions if you need help locating your invitation.
CLIENT PORTAL FAQ
Before you sign in.
Helpful answers to common portal questions.
Need assistance? Contact us ↗Can I upload documents before becoming a client?
Not through the public website. We'll first discuss your needs and, if we move forward with tax preparation, send you a separate secure portal invitation.
Where do I upload my W-2s and other tax records?
Use the secure client workspace you were invited to. Please do not attach tax returns, identification documents or account statements to the general consultation form or a regular email.
I didn't receive my invitation. What should I do?
Check your spam or junk folder, then contact our office to confirm the email address and ask us to resend the invitation.
Is the client portal part of this website?
The sign-in button opens a secure third-party website used for client document exchange. It is separate from this public website; please use the sign-in instructions in your invitation.
QUESTIONS ABOUT YOUR ACCOUNT?We're here to help.
Contact the firm We're here to help.
Let's get connected.
Call (252) 670-7061 or reach out with a general question.