Howard TerrellCPA FIRM PLLC · DESOTO← Return to website
DeSoto · Client services

Client Document Portal

A dedicated document workspace for local and remote clients, separate from the Southlake portal and the existing CPA Site Solutions system. Portal access will open after account activation and security testing.

Portal setup pending

Access your client files

Your client account will let you submit documents, review authorized files, and retrieve your tax and accounting records after activation.

The secure client portal is being configured and is not yet accepting files. Contact our office for current secure document-delivery instructions. Do not email sensitive taxpayer documents.

Need assistance? Call (469) 941-4367 or email the office without attaching sensitive documents.