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How to use Marshall & Reumont CPA's Client Portals

In today's business environment, it's possible to do more and more anytime, anywhere, thanks to the Internet. And now, you can work with us online as well. You can access a variety of services, right from our website. It's as easy and secure as online banking, and all it takes is a Marshall & Reumont CPA client portal.

With your portal, you can:

  • Get copies of your tax returns; no need to call us or hunt for your paper copy.
  • Send us your Quickbooks files, financial statements, or any other files. It's encrypted, simple to use, and much more secure than email.
  • Upload tax return source documents, such as W-2's, 1099's, receipts, etc. You can upload them at any point in the year. Use your portal as your electronic file cabinet.

Setting up your private portal is fast and easy. If you have any questions regarding your portal or need help with the initial setup, please call our office manager at (301) 622-1200. 

Once you have logged into your portal, please change your User ID and Password. You can do this by clicking on your name in the upper right hand corner, then choose "edit account" or "update password." You also have the option to choose security questions by clicking on "set security questions." By answering the security questions you'll be able to retrieve your password should you ever forget it in the future.

New Clients

Are you a new client? If so, click on the link below to download a copy of our 2018 Tax Organizer.  Please fill out the organizer with as much information as possible, then return it to our office with your corresponding tax documents.  

2018 Individual Tax Organizer

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.