Clients
Tax client portal
Tax clients: send us your documents securely through Intuit Link, the client portal connected to our Intuit ProConnect tax software.
Log in to Intuit Link
Existing clients: sign in with the email address we invited you with. New clients receive an email invitation from us to set up their account.
Bookmark this page so it's easy to find when you need it.
Use the portal to
- Upload W-2s, 1099s, receipts and other tax documents
- Answer our tax questionnaires
- See which documents we still need from you
Trouble logging in? Call 805-250-3434 or email alexa@heteraccountancy.com.
Please don't email sensitive documents like tax forms or bank statements. Use the portal instead; it's more secure.