Current clients
Client portal
One secure place for everything we exchange with you during an engagement: documents, signatures, messages and invoices.
For clients
What the portal is for
Tax work involves sensitive information, and ordinary email is not a safe way to move it. Every client of Blueprint Tax gets a portal account, and it is where the work happens.
Secure document upload
Send your prior two years of returns, 1099s, K-1s, royalty statements and bookkeeping files through an encrypted connection instead of email.
E-signature
Review and sign your engagement letter, e-file authorizations and other documents from your phone or computer.
Messages
Ask a question or answer one of ours in a thread that stays attached to your file, so nothing gets lost in an inbox.
Invoices
See what you've been billed and pay online.
How you get access
Portal accounts are set up once an engagement letter is signed. You'll receive an invitation by email with a link to create your password; after that, log in any time from the button below or the Client Portal link at the top of every page.
Log in to the portalNot a client yet?
The portal is for current clients. If you'd like to work with us, start with a free 15-minute call and we'll set up your account once we're engaged.
Get in touchTrouble logging in? Email alex@blueprinttax.us and we'll resend your invitation.
See what planning could save you
A 15-minute call is enough to spot where you’re overpaying and what to do before year-end.