Client Portal
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Existing clients
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Pick up where you left off: documents, letters, invoices and messages.
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New to OICPA
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See service prices, request work, upload documents and message the OICPA team. No cost and no commitment.
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What you can do in the portal
Upload documents securely
W-2s, 1099s and statements go straight to the team instead of ordinary email.
Sign engagement letters
Review the scope and fee, then sign online in a minute.
Follow every engagement
Plain-language status on each return and bookkeeping month.
View and print invoices
Every invoice and payment in one place.
Message the OICPA team
Questions and answers stay next to your files.
Request new services
Order at the same prices published on this site.
Keep tax documents in the portal
Returns and statements can contain Social Security numbers and account details. Use the portal for document exchange instead of ordinary email attachments.