Secure Client Portal

New for tax year 2023 and beyond, if you have not already received information on how to set up your new portal, please contact us at portal@phillips-tax.com to request access.
**NOW AVAILABLE**

ACCESS OUR NEW SECURE PORTAL HERE

Click here for instructions on how to use our new portal.

While the below old portal will be active until June 2024, we will no longer be monitoring it for new uploads.  If you have not already received information about our new portal, please e-mail portal@phillips-tax.com to set up a new login.

Click here for the old Portal (to be used to download documents prior to 2023)