Client Portals:
How, Why, and for What
Which Portal Do I Use and When?
Portal
When to Use It
What You Do There
Intuit Link
(Step 1 — Document Gathering)
At the START of the tax process — we send you a link invitation by email
Upload your initial tax documents, W-2s, 1099s, and answer intake questions
Client Portal
(Step 2 — Ongoing Portal)
Throughout the year — for follow-up documents, signing returns, receiving completed returns, and secure messaging
Upload missing items, sign returns electronically, download completed returns, message our team
Step 1 — Intuit Link | Initial Document Gathering
Step 1: Check your email for an invitation from Intuit Link (look in Spam/Junk if not found)
Step 2: Click the link in the email — it opens your secure document checklist for our firm
Step 3: Create a free Intuit account or log in with your existing Intuit/TurboTax account
Step 4: Review the document checklist we prepared for you — it lists exactly what we need
Step 5: Upload documents by clicking each item → 'Upload' → select files from your computer or phone
Step 6: Answer any intake questions we included in the checklist
Step 7: Click 'Submit' when complete — we receive a notification that your documents are ready
Step 2 — Client Portal | Your Ongoing Secure Hub
1
How to Sign In: Visit portal.michellsoele.cpa and use the email address you provided to our firm. Watch for our email with your temporary password
2
Portal Layout Overview: Once inside, find your navigation along the top or side. 'Documents' is for uploading and downloading files, 'Tax Returns & Firm Documents' is for items we are sending to you securely, and 'Messages' is for reaching corresponding securely.
3
Uploading Documents: Simply click 'Documents', then 'Upload' to select files from your computer or mobile device. This is the safest way to send sensitive tax information.
4
Downloading Returns: Your final tax documents will be stored in the 'Tax Returns & Frim Documents' section for your records. Click on the file names to download and save them locally.
Disclaimer: These links are provided for client reference only and do not constitute legal or tax advice.