Mon–Fri 9:00 AM – 6:00 PM CST
PrudenTax
CERTIFIED TAX PROFESSIONALS

SECURE ACCESS

Client Portal

A secure, encrypted home for your tax documents, signed returns, and ongoing communication with our team.

Already a client?

Log in to upload documents, sign returns, and access your secure files.

Log in to portal

Trouble logging in? Email us or call 469-563-4447.

What you can do in the portal

A single, secure place for everything tax-related — no more email attachments, no more lost documents.

Upload documents

Drag and drop W-2s, 1099s, K-1s, and supporting documents directly from your computer or phone.

E-sign returns

Review and sign Form 8879 (e-file authorization) electronically — no printing or scanning required.

Access prior returns

Download copies of any tax return we've prepared for you, anytime you need them.

Secure messaging

Send and receive sensitive information without exposing it to standard email vulnerabilities.

Pay invoices

View and pay invoices online via card or ACH directly through the portal.

Get notifications

Receive alerts when your return is ready to review, when documents are requested, or when deadlines approach.

SECURITY

Built to protect your data

The IRS classifies tax preparers as "high-value targets" for cybercrime, and we take that responsibility seriously. Our portal uses the same level of encryption and security infrastructure trusted by banks and financial institutions.

  • 256-bit AES encryption — in transit and at rest
  • Two-factor authentication available on every account
  • SOC 2 Type II certified infrastructure
  • IRS-compliant Written Information Security Plan (WISP) on file
  • Granular access — only authorized team members see your files

Why this matters

Email is one of the most common attack surfaces for identity theft. Tax documents contain Social Security numbers, bank routing details, and the full financial picture criminals need to file fraudulent returns or open accounts in your name.

The client portal eliminates that exposure. Documents move directly between you and us — never through email, never through unsecured channels.

Not a client yet?

Portal access is included for all active PrudenTax clients. Once we onboard you, you'll receive an email invitation to set up your account in minutes.

Get started