Client Portal
Your Tax Files,
Secure & Ready.
Upload documents, track your return, and message your Tax Pro — all inside one encrypted portal built for Action Plus Tax clients.
2024 Filing Status
IRS AcceptedRecent Documents
4 files2024 Tax Return.pdf
312 KB
W-2 Form · Employer
48 KB
IRS Notice CP2000
124 KB
1099-INT · Chase Bank
28 KB
James Mitchell
Your Tax Pro · EA, 12 yrs exp.
12,000+
Clients Served
99.9%
Portal Uptime
256-bit
Encryption
4.9★
Client Rating
How It Works
From first call to IRS acceptance
Four straightforward steps — designed to take the stress out of tax season.
Book a Consultation
Schedule a free consultation. Our Tax Pro reviews your situation and sets up your personalized portal.
Receive Your Credentials
Within 24 hours you'll receive secure portal login credentials from your dedicated Tax Pro.
Upload Your Documents
Log in and drag & drop your W-2s, 1099s, and supporting documents. Fully encrypted — no email needed.
Review, Sign & Done
Your Tax Pro prepares your return. You review, e-sign digitally, and we file directly with the IRS.
Portal Features
Everything in one place
Your portal is more than a file cabinet — it's your complete tax management center.
Tax Documents & History
Every filed return, W-2, 1099, and supporting document — organized by year and always accessible. Download any time, no waiting.
Secure Document Upload
Drop files directly to your Tax Pro through our encrypted pipeline. No email, no fax — just fast, private transfer.
Real-Time Filing Status
Know exactly where your return stands — from submission to IRS acceptance. Automatic notifications at every milestone.
Bank-Level Encryption
AES-256 encryption in transit and at rest. Your data meets the same security standards as the largest U.S. financial institutions.
Direct Tax Pro Messaging
Skip the phone queue. Message your dedicated Tax Pro directly inside the portal and get responses within one business day.
365-Day Access
Your portal never closes. Pull prior-year returns, download forms for loans or visas, or check your refund history — any day, any time.
Security
Your data, protected at every layer
We take data security as seriously as the IRS does. Every piece of your information is shielded by multiple independent security controls.
End-to-End Encryption
All data encrypted with AES-256 before it leaves your device. Keys are rotated regularly and never stored with your data.
Two-Factor Authentication
Protect your account with TOTP-based 2FA. Even if someone knows your password, they cannot access your portal.
IRS-Compliant Infrastructure
Our systems meet IRS Publication 4557 standards for safeguarding taxpayer data at every layer of the stack.
Zero-Knowledge Architecture
Action Plus TAX employees cannot view your uploaded documents. Only your assigned Tax Pro has access.
Audit Logs
Every login, upload, and download is logged with timestamps and IP addresses. You can review your full activity history.
Automatic Session Expiry
Idle sessions expire after 15 minutes. You are always logged out automatically when leaving the portal inactive.
SOC 2 Type II Certified
CertifiedIndependently audited for security, availability, and confidentiality controls. Audit reports available on request.
IRS Publication 4557 Compliant
CompliantFully compliant with IRS guidelines for safeguarding taxpayer data. Required for all authorized e-file providers.
AES-256 Encryption Standard
ActiveThe same encryption used by the U.S. government and major financial institutions worldwide.
99.9% Uptime SLA
GuaranteedGuaranteed portal availability 365 days a year. Maintenance windows are always scheduled outside of tax season.
FAQ
Common questions
Everything you need to know before accessing your portal.
Access your portal.
Your Tax Pro is waiting.
Sign in to access your personalized tax portal.