Client Portal
We offer a user-friendly client portal allowing you to safely upload tax documents, financial statements, and other sensitive information directly to us.
Access Your Client Portal
Frequently Asked Questions
For answers to commonly asked questions about accessing the client portal, required tax documents and preparation tips, check out our FAQs below.
If you have any questions or concerns, please do not hesitate to contact us on (310) 450-8875.
Accessing The Client Portal
How do I set up my client portal?
If you have not set up a client portal with our office, please contact a member of our admin team on (310) 450-8875 to assist you with activating your client portal.
Once your portal is activated, be on the lookout for an email from no-reply@firmportal.com. Follow the directions provided in setting up your access. This portal will enable you to securely upload and download documents directly from our office for both personal and business.
If you cannot find the email in your inbox, please check your spam and junk folders. In case you still can’t locate the email, feel free to reach out to us by phone, and we’ll be happy to assist you further.
Why do I have to use the client portal?
Due to updated Cybersecurity and Identity Protection requirments, sending documents or sensitive information via email is no longer a secure option. We have provided a secure option of transferring tax documentation to our office via our client portal. We urge all clients to begin using the client portal for all sensitive information and documents.
If you are unable to scan and upload your documents, you can schedule a scanning appointment. Call (310) 450-8875 to schedule a time.
You must bring all your tax documents with you and we will scan while you wait. The original documents MUST leave with you.
I forgot my client portal password. How do I reset it?
You can reset your client portal password by accessing the client portal login page. Click on “Forgot your password” and follow the instructions to reset.
My email address is not recognized or I need to change it?
If you have never accessed the portal, we will need to activate it prior to accessing. If you are having difficulty accessing the portal with your email, call us on (310) 450-8875 and someone from our admin or support team will asssit you.
How do I activate Muti-Factor Authentication on the portal?
Log into your portal. Go to Settings > Multi-Factor Authentication > Enable. Follow the intructions to set up this feature.
Can I access the portal using a cell phone?
Yes, you can. Although for a user friendly experience we suggest using a computer to upload documents.
Uploading Documents to the Client Portal
What documents do I need to provide to file my personal taxes?
When filing an individual or joint tax return, you may need some or all of the documents listed below, depending on your specific situation and the types of income, deductions, and credits you have. Not all of these items will be applicable to every taxpayer so please reach out if you have questions about what documents apply for your unique return.
Documents required may include:
- Form W2-wages
- Form 1099-INT/DIV (interest, dividends)
- Sch C – 1099-MISC or 1099-NEC and related expenses
- Schedule E (Rental Income & Expenses)
- Schedule K-1 (income/loss from partnerships, S corporations)
- Form 1098 (mortgage interest) and property tax statements
- Form 1099-B, 1099-S or any other 1099s (brokerage statements from stock, bond or other investment transactions including purchase & sale of virtual currency)
- Final closing statements pertaining to real estate transactions
- Any tax notices received from the IRS or other taxing authorities
- Dependent care expenses (name of provider, address, phone number, federal ID number and amount paid). Please Note: If a dependent has filed their own tax return, IRS will reject the return
- CA FTB Form 3849 (premium assistance subsidy), Form 3853 (health coverage exemption) or Form 3895 (health insurance marketplace statement)
- Form 1095 A/B/C/D Proof of Health Insurance Coverage for all individuals listed on the tax return. Please Note: IRS will reject tax return if 1095 A is not included with the filing.
- Foreign income information (bank/brokerage name, account number, highest value in 2023)
- Home office use expenses (utilities, insurance, taxes, etc.)
- Auto milage used for business purposes
- Record of all estimated federal and state tax payments made in 2023
- Identity protection PIN issued by the IRS (if one has been issued)
- Details of charitable contributions
What documents do I need to provide to file my business taxes?
If you are filing taxes for a business, some or all of the following items may be needed depending on your entity type, industry, income sources, deductions claimed, and state requirements: recent financial statements and accounting records, bank and credit card statements, receipts for expenses, asset documentation, payroll records, proof of estimated tax payments made, incorporation documents, and prior year tax returns.
Since requirements vary widely, please reach out with any questions about what documents are necessary for your unique business tax situation.
Documents required may include:
- A comparative Balance Sheet and Profit & Loss Statement (2023 vs. 2022)
- Year-end payroll reports (W2s, W3, Form 940, Form 941, DE-9)
- Form 1099s issued by your business to employees and independent contractors
- List of business expenses paid out of personal bank account or personal credit cards (we do not need actual receipts to prepare tax return)
- List of assets (such as computers, furniture, vehicle equipment, etc.) purchased during the year (If vehicle, please provide purchase documents)
- December 31st statement on business loans showing ending balances and interest paid for the year
- Any Form 1099-INT or Form 1099-MISC received by the business
- Forms 1099K (merchant card and third-party network payments
- FTB Payment Confirmation of PTET pass through entity state tax (if applicable)
Why are my documents missing after I upload them?
There is a limited amount of storage space allotted for each client. Once we have received and saved your uploaded documents to our system, we remove them from the portal to optimize space so they will no longer be visible on your end.
If you require a document to be uploaded again to your portal, please call our admin team on (310) 450-8875 or email admin@rwwcpa.com to assist you.
Why won't certain documents upload to the portal?
There 2 key reasons for files not uploading.
1. The files may be incompatable. The portal accepts most standard file types but sometimes certain file types will not upload. For example, Quickbooks back up files will not upload. Please call (310) 450-8875 for support with handling unsupported file types.
2. The client portal does not support these special characters
: ; , / \ # & $ ’ ” ? > < ! @ % ^ *( ) { } [ ] in a filename. If these characters are used, please remove and replace with characters that are recognized.
How do I name the documents I upload?
Please ensure that you properly name and title your documents accordingly. Your document name must include The Tax Year, The Type of Form /Document, AND Individual Name or Company Name.
Some examples are:
| Individual Tax Document | Business Tax Document |
| 2023-W2-Individual Name | 2023-Profit and Loss-Company Name |
| 2023-1099 INT-Individual Name | 2023-Form 941-Company Name |
| 2023-1095 A-Individual Name | 2023-July-Chase-Bank Statement-Company Name |
How do I scan documents if I don't have access to a scanner?
There are many apps that can convert an image of a document taken on a cell phone and convert it to .pdf file format. Adobe Scan or Genius Scan are 2 apps that we recommend and are easy to use. These apps are free with limited features. A subscription may be required.
WBCPA is not an affiliate with these companies.