Client Portal

Marshall Tax & Financial Services understands how tax season can be a stressful time for many people.

To help alleviate some of the stress along with our outstanding customer support we offer a Client Portal for our clients. 

 

 

With our secure client portal you are able to access your documents 24/7/365.

 

 

Our Client Portal also helps to work to increase our office productivity, eliminating the need to copy and file the vast amounts of paperwork that tax season brings, while also helping to eliminate the issue of lost or misplaced documents and worse, the time-consuming process of trying to locate those documents.

 

 

**WE WILL BE LIMITING DOCUMENTS THAT WE WILL BE RESENDING MANUALLY TO CLIENTS THIS YEAR.

 

ONCE YOU HAVE SUBMITTED PAPERWORK TO OUR OFFICE – PLEASE CHECK YOUR EMAIL (AND SPAM FOLDER) FOR YOUR WELCOME EMAIL TO THE CLIENT PORTAL. IF YOU HAVE NOT RECEIVED IT WITHIN 24 HOURS CONTACT OUR OFFICE SO THAT WE CAN RESEND YOU YOUR LINK.**

 

 

As a client of Marshall Tax & Financial Service you are automatically given access to their client portals once we have all their paperwork. Clients will receive a email that will titled “Your Client Portal” that will come from ‘Client Support Marshall Tax Service’.

 

Please whitelist “clientsupport@marshalltaxservice.com” with your email provider. So that our emails will not land in your spam folder.

ACCESS CLIENT PORTAL