1. Register/login at www.slissnercpa.com

• Click the Client Portal button at the top right, select register here and follow the prompts
• Save your password–your account does not expire.
• You will get an email notification when your registration is accepted and your folder is functional

---

2. Confirm Before Uploading

• Check that you have received and includedall documents necessary to complete your return.
• All digital files must be saved as or converted to Word, Excel or PDF format only (please combine multiple documents in one PDF).
• Save all files to your folder in one single upload (do not transfer in multiple uploads).

---

3. Contact Us After Uploading

• Call or email to let us know when your upload is complete and you are ready to be added to the schedule for tax preparation.
• Important note: Work on your tax return cannot begin until you alert us that we have all necessary documents.
• Questions? Reach out to us seven days a week during tax season.

---

4. Organize Your Folder

• Create subfolders by clicking the New Folder button on the left of the File Vault and use a new subfolder for each tax year.
• If you submit information for both individual and business (or other) tax returns OR on behalf of another individual (i.e., a parent or child filing Form 1040), please save documents in separate folders and label accordingly.
• If appropriate, include a summary document to highlight any important notes for your accountant.
• New clients: Please upload your last completed tax return(s) in a subfolder labeled with that year.

---

5. Portal Maintenance Reminder

• Our client portal is for temporary file storage only–it is not a permanent storage vault.
• Only documents relating to tax work currently in progress should remain in your folder.
• As ongoing portal maintenance, we will remove files related to tax returns 3–6 months after completion.
• Remember to download all documents needed for your own recordkeeping (we recommend you save the past 5 years of tax returns and related documents).