This portal is used for our annual tax preparation services.

We have upgraded our portal system.  If you opened a folder last tax year and cannot access your portal folder, please call the office at 219-696-2200. 

This portal is not for long-term storage of documents.  Items may be available for a maximum of 180 days and will be deleted.

To avoid delays in your preparation process

• Provide documents in PDF format (only acceptable format)
• Names of uploaded files should describe the document type
• We recommend when using camera images please use a scanning app, such as Cam Scanner or Microsoft Lens.
• Keep file size to a minimum, but files must be legible

Please email office@markowitzcpa.net or call the office to confirm you have uploaded all your documents.  Once we have confirmation we will add you to the work queue.

Forgot your password?
Guide: Using the Portal

Download Secure Client Portal App: