Effective January 2026, we have sunset the old “NetClient CS” portal. If you need a copy of any documents that were stored on the old portal system, please reach out.
We offer two secure portal systems for our clients.
Access Completed Tax Returns via SafeSend
Beginning with the 2024 tax year, when your tax return was completed, you were emailed a link to securely access and review your tax filing. That link remains active for 7 years and you can use it at any time to click into your tax return. No username or password set up is required.
However, if you would like to view multiple years of tax returns at once, you do have the option of using the SafeSend client portal at this link:
Use the Sign Up link on the sign in page linked above, if you have not yet created an account.
Karbon for Clients Portal
For our business clients, the link to our Client Portal is below. If you do not have an account set up yet, please reach out to receive an invitation.