Individual Client Portal

This portal is used for our annual tax preparation services.

*** Please complete the Client Information Sheet and upload it into your portal.  This is located in the Client Forms tab in the top blue bar.***

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

  • Do NOT password protect the files you are uploading
  • 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

In order for us to start your tax return, you MUST contact us once you have completed uploading all of your documents.  You can email rebecca@markowitzcpa.net or call 219-696-2200.

 

Forgot your password?
Guide: Using the Portal

Download Secure Client Portal App: