Portal Use Summary
This page summarizes the types of return-related steps that may be handled inside the CincyTax client portal.
Portal communications
- Document requests, guided questions, and return-readiness updates may be delivered through the client portal.
- You may be asked to complete return-related steps in the portal instead of by email.
Portal documents and uploads
- You may submit tax documents through the portal instead of sending them by email.
- Portal uploads may be linked to specific requests and reviewed through automated and staff workflow steps.
Signing and completion steps
- When your return is ready, signing may be offered through a secure online or manual path.
- Some signing methods may require additional verification.
- If one signing option is unavailable, another completion path may still be offered when appropriate.