Secure Client Portal
Note: Due to increased IRS due diligence requirements and Identity Theft issues, we ask all clients to fill in the Customer Data Sheet each year. You can use the following procedure:
- Click on the “Resources” Tab of the Howard.tax website
- Click on the “Customer Data Sheet-2021”
- Right click anywhere within the form
- Click on ”Save As” and save the file to your computer or phone with a different name such as ”(your name) Data Sheet 2021”
- Fill in all 3 pages of the saved Data Sheet, Certify it on the last page by inserting your name(s) and save it
- Upload your personal data sheet and your personal tax data files to the portal using the following procedure:
- Log into your portal
- Move the mouse/cursor to hover over the Blue Plus sign and click on “Upload”
- In the new window click on “Browse Files”
- Find and select your saved Data Sheet and/or tax data files
- Alternatively, you can drag and drop files into the upload window
- Click on “Upload”