Client Portal Access

2025 & 2024

Use the username and password you previously created to access your acount.

🔵 If you do not remember your password, please click forgot password to reset

We are consistently exploring new approaches to streamline the interaction with our team, making sure it's as effortless as possible for our clients.

The Client Portal Service Includes:

  • Ability to view documents we wish to share with you.

  • Ability to upload documents securely and share with us.

  • Secure access to other useful applications as we see fit.

  • Allows paperless document storage.

  • Reduces time needed to complete tax returns.

🔵 Please email themcclainsptrs@gmail.com if you're a new client to request an invitation and set up an account.

2023 - 2020

Use the username and password you previously created to access your acount.

🔵 If you do not remember your password, please click forgot password to reset

We are consistently exploring new approaches to streamline the interaction with our team, making sure it's as effortless as possible for our clients.

The Client Portal Service Includes:

  • Ability to view documents we wish to share with you.

  • Ability to upload documents securely and share with us.

  • Secure access to other useful applications as we see fit.

  • Allows paperless document storage.

  • Reduces time needed to complete tax returns.

🔴 No new setup for this portal

Please Read

➡️ If you wish to obtain a return that is not accessible through the client portals mentioned above, you would need to make a request directly through the IRS on their official website at irs.gov.

➡️ You will then need to complete the digital Form 4506-T, which is specifically designed for requesting Tax Return Transcripts.

Once this is done your transcript is immediately provided to you.