top of page



Please use the below link to access your tax portal.

What is the portal?

It is a secure, online portal that is linked directly to our tax preparation software. This portal allows clients to upload documents (such as tax documents, IRS letters, etc), download documents sent by Cornerstone staff members, message directly with Cornerstone staff members, and electronically sign for your tax return.

Note: In order to use this portal, you will need to be a current client of Cornerstone Accounting Solutions and a staff member will need to send you a registration link via email.

Do not use the "guest account" option, we will not accept documentation sent through a guest account.

Current portal clients, follow the link below:

If you are a current client of Cornerstone Accounting Solutions, but have not activated a portal account, please send us an activation request below:

Note: a valid email address is required to use the client portal.
The portal cannot be sent to business emails due to security reasons.

Thanks for submitting!

If you are not a current client of Cornerstone Accounting Solutions, please contact our office for set up.

bottom of page