Secure Client Portal

Client Portal Login

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:

1. Click on the “Resources” Tab of the Howard.tax website
2. Click on the “Customer Data Sheet-2021”
3. Right click anywhere within the form
4. Click on ”Save As” and save the file to your computer or phone with a different name such as ”(your name) Data Sheet 2021”
5. Fill in all 3 pages of the saved Data Sheet, Certify it on the last page by inserting your name(s) and save it
6. Upload your personal data sheet and your personal tax data files to the portal using the following procedure:
   1. Log into your portal
   2. Move the mouse/cursor to hover over the Blue Plus sign and click on “Upload” 
   3. In the new window click on “Browse Files”
   4. Find and select your saved Data Sheet and/or tax data files
   5. Alternatively, you can drag and drop files into the upload window
   6. Click on “Upload”