Client Portal

Important Update:

Beginning January 2026, Porte Brown is introducing our new online client document platform that provides us with a safe and simple way to request and deliver documents.

Here are some key features of our new platform that we believe you will find beneficial:

**Easy and Secure**: Uploading your documents is a breeze with no login required! However, to ensure security, a verification step will be necessary for downloading any files.
**Your Very Own Checklist**: Upon clicking the link, you will discover a personalized checklist of tax documents we need from you, based on last year's submissions.
**Leave Comments**: Each checklist item has a comments section where you can provide additional information regarding that item or your overall tax situation.
**Bookmark the Link**: As the year progresses, continue to use your unique link to access additional forms, invoices, IRS payment links, payment vouchers, and more, securely at any time.

You will receive an email from DocumentTeam@portebrown.com with a link in January 2026, to complete a short questionnaire and upload your documents. The questionnaire and document request list replaces the need for a paper organizer.

FOR CURRENT TAXCADDY USERS: Rest assured that you will still have access to any documents you've uploaded to your TaxCaddy account. However, effective immediately, Porte Brown will discontinue the use of TaxCaddy, and we will no longer have access to documents uploaded there. You will receive an automated email from TaxCaddy when the disconnection happens. There is no action required on your part at this time. We do have record of all documents you have uploaded through TaxCaddy prior to the disconnection. Please wait until receiving your email in January to begin sending us next tax season’s source documents.

We greatly value your continued business and look forward to assisting you with the important task of preparing your tax return. Should you have any questions or need further assistance, please don’t hesitate to reach out. Thank you for your trust and cooperation.

Doing Business on Your Terms

Porte Brown is committed to providing the highest quality service and to delivering the highest level of customer satisfaction. The greatest level is that of total inclusion into our systems and processes. Porte Brown is well known in the industry for our efficient processes and a constant state of self improvement.

To this end we have automated several of our processes to provide expeditious and quality service to our customers and suppliers. The portals below are an example of our expanding capabilities and commitment to continuous improvements that will reduce our costs and increase our quality.

Please choose one of the links below to log in:

SafeSend Secure File Transfer - (Opens in a new window)
Online Payment - Need to pay an invoice? Use our online payment feature.
CCH Client Axcess Portal (Opens in a new window. Click here for User Guide.)

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