For current clients.
Current clients: the portal is where documents and deliverables move. Bookmark it, and never send tax documents by regular email again.
Secure file exchange.
Client Portal
Upload documents and retrieve deliverables, encrypted in transit and with identity verification. It works from a phone on a job site as well as it does from a desk. The portal is an exchange channel, and records management stays with you, so download and keep your own copy of anything you’ll need later.
Anything sent through the portal gets a written reply. Say the date you are facing and we triage to it.
Every client has a secure portal. If yours isn’t set up yet, tell us and we’ll get you connected.
Not sure what to send this year? Build your document list first.
Send Documents →Rather hand the paper over in person? Book a twenty-minute document drop-off at the Montgomery office. We scan everything into your portal while you’re here, and the originals go home with you. Questions that need a real answer get their own appointment.
Drop Off DocumentsSending documents safely
Photograph or scan, then upload to the portal. Regular email is not a secure channel for tax documents, and portal uploads land directly in your file where the team works. Locked out? Send a note through guest upload on the file exchange, and we will reset your access.
Standing deadlines worth knowing.
Quarterly Estimates
Individual and owner estimated taxes: April 15, June 15, September 15, and January 15. If we plan your estimates, the vouchers and amounts arrive through the portal ahead of each date.
January 31
W-2s to employees and 1099-NECs to contractors. If we run your payroll or track your subs, this one’s ours. Your job is collecting W-9s before first checks.
March 15 / April 15
Calendar-year S-corp and partnership returns are due mid-March; C-corps and individuals mid-April, with extensions available. Document checklists go out well before. The earlier the upload, the earlier the filing.
Anything With a Deadline
IRS notices, state letters, bond-agent requests: send them through the portal the day they arrive. Deadlines are manageable when we see them early and miserable when we don’t.
When something needs a conversation.
Most things do not. Documents move through the portal, questions inside your engagement get answered without a meter running, and a return arrives with the look-back that explains it. When a matter does need talking through (a notice, a distribution question, a decision before you sign something), put it on the calendar.
Book Any Meeting Type
As a current client you have the full calendar. The booking page lists every appointment type open to you, so pick the one that matches what you need:
- Working session: thirty minutes by video. Bring the document or the question. If it turns out to be a larger matter, we scope it properly rather than rushing it into the slot.
- Anything else listed: if a type appears on the page, it is open to you. Not sure which fits? Book the working session and we will sort it there.
Writing Is Faster
Send documents and questions through the portal, and never send client data or tax forms by email. Email is open for anything general, at INFO@HEMINGWAYCPA.COM.
If a question turns out to be work outside your engagement, we tell you, and it is scoped on its own.