Switching Between Your Client Portals

Flying Point Advisors maintains separate client portals for your personal and business tax returns. This keeps your personal and business documents organized and ensures everything goes to the right place the right place. You can access all of your portals with a single login by switching between them. S

  1. Log in to your client portal

  2. Click on your name in the bottom left corner of the screen

  3. Select the portal you need from the dropdown menu

Each portal contains the documents and tasks specific to that entity:

  • Engagement letters

  • Tax organizers

  • Invoices

  • To-do items

  • Uploaded documents

For example, if you're looking for your business tax return engagement letter, switch to your business portal. Once you're in the correct portal, engagement letters will appear in the "To-do" section.

Still can't find what you're looking for? Email me at mike@flyingpoint.cpa and I'll point you in the right direction.