Your tax documents, signatures, and messages — in one secure place
Skip the email attachments and the extra trips to the office. Our client portal lets you send us what we need, sign what we send you, and keep track of it all — from your phone or computer, any time.
The portal opens in a new tab at portal.bementtaxservices.com. New clients: use Create an account — it takes about two minutes. Already received an invitation email from us? Use the Activate Account link in that email instead.
Upload documents
Drag and drop files from your computer, or upload straight from your phone. PDFs, photos, Word and Excel files are all accepted — up to 200 MB per upload.
Scan with your phone
The mobile app turns photos of W-2s, 1099s, and receipts into clean PDFs — multi-page documents included. No scanner required.
Sign electronically
Review and e-sign engagement letters, your e-file authorization (Form 8879), and other forms in minutes. The identity verification the IRS requires for Form 8879 is built in.
Complete your organizer
Answer our tax questionnaire online instead of on paper. Your answers save automatically, and you can attach documents as you go.
Pay invoices online
Pay securely from the portal by card, bank debit, or digital wallet — whichever options appear on your invoice. Save a payment method for next time if you like.
Message us securely
Ask a question or send a follow-up document through encrypted chat instead of email. You'll be notified when we reply, and the whole conversation stays in one place.
Encrypted in transit and at rest
Your files are encrypted while they travel to us (TLS) and while they're stored (AES-256) — the same standards banks rely on.
Independently audited
The platform behind our portal is SOC 2 Type II audited and hosted on enterprise-grade cloud infrastructure with backups in place.
Two-factor authentication
Add a second step at login using an authenticator app, with text-message backup. We recommend turning it on — it takes about two minutes.
Not sitting in an inbox
Documents live in your portal account and ours — not in an email that can be forwarded, misaddressed, phished, or left open on a shared computer.
Security details reflect the published safeguards of the platform that powers our portal. No system is perfect, which is why we also ask you to use a strong, unique password and turn on two-factor authentication.
Email wasn't designed for sensitive documents. A message and its attachments are copied to several servers along the way, they're easy to forward or send to the wrong address, and they sit in inboxes — yours and ours — indefinitely. If either account is ever compromised, everything in it is exposed.
That's why we ask every client, new and long-time, to send anything sensitive through the portal instead. It isn't about making things complicated. It's about making sure the one document that has your Social Security number, your income, and your bank account on it is handled with care.
Not sure whether something counts as sensitive? When in doubt, use the portal — or just call us.
Please send these through the portal, never by email
Create your account
Go to portal.bementtaxservices.com/en-us/signup. You'll confirm your email with a verification code and choose a password of at least 12 characters. Received an invitation email from us? Click Activate Account in that email instead.
Secure it
Turn on two-factor authentication under Settings. Then, if you'd like to scan documents with your phone, install the mobile app and sign in with the same email and password.
Send us what we need
Upload your documents or complete your organizer, then click Done uploading so we know you're finished. We'll take it from there and message you if anything is missing.
Want step-by-step detail — including signing, paying, and troubleshooting? Read the full getting-started guide →