Your case, in one secure place.
Share documents, sign agreements, view invoices, and book appointments with Tax Resolve Group, all from one private portal.
Everything about your case, in one place.
No more searching through emails. The portal keeps your documents, agreements, invoices, and appointments together.
Share documents
Upload notices, statements, and records straight to your case file. No more email attachments.
Sign forms and agreements
Review and sign your engagement agreement and other documents online.
View and pay invoices
See every invoice in one place and pay securely online.
Review estimates
Look over proposed fees before you decide, with nothing hidden.
Book appointments
Schedule and manage your meetings with our team.
Private by invitation
Only clients we invite can access their own portal and files.
Three steps to get started.
Access is by invitation only. Once you become a client, getting in takes just a minute.
- 01
Open your invitation
After you become a client, you will receive an email from Tax Resolve Group inviting you to the portal.
- 02
Sign up with the same email
The first time, click Sign up and create your password using the exact email address that received the invitation.
- 03
Sign in anytime
Next time, sign in with your password, or choose Sign in with a secure code to get a one time code by email.
Portal questions.
Still need help? Email us at admin@taxresolvegroup.com and we will get you in.
I did not receive my invitation. What should I do?
Check your spam or promotions folder first. If it is not there, email us at admin@taxresolvegroup.com and we will send a new invitation.
Why does the portal say user not found?
This usually means the account has not been created yet. Click Sign up and use the same email address that received the invitation.
I forgot my password.
Click Reset password on the sign in page, or choose Sign in with a secure code to receive a one time code by email.
What types of files can I upload?
PDF, Word, Excel, PowerPoint, text, and image files such as JPEG, PNG, and GIF. Video files are not supported.
Can I use the portal on my phone?
Yes. The portal works in the web browser on your phone, tablet, or computer.
Who can see my documents?
Only you and the Tax Resolve Group team working on your case.
Not a client yet? Start with a free review.
Tell us what notice or balance you are dealing with. The first case review is free and confidential.
Free case reviewNo obligationOne point of contact