Accountant Client Resources PDX
Portland Tax Client Resources

Client Resources Plus

Tax & business planning tips

Resources

Use our Client Resources to schedule an appointment using our online booking system, upload and download files, read our newsletter, and make payments.

Appointment Calendar

Schedule and appointment with us using our online appointment booking calendar.
Instructions
Appointment Calendar

Share Files

Use this service to conveniently upload your files to us as well as download files from us. Don't have an account? Click on ShareFile Setup Instructions below for instructions on creating a ShareFile account:

Please contact our office before you log into ShareFile for the first time. There is no charge to use ShareFile, but you must get an initial link from our office.

To view or share files with our office using ShareFile:

Establishing your username and password

If this is your first time accessing ShareFile, you will need to create a password. Please make note of this, we do not have access to it. If you lose it, you will need to reset it.
Please note, your password must meet the following requirements:

  • At least 1 upper case letter
  • At least 1 lower case letter
  • At least 1 number
  • At least 8 characters in length

Logging and Accessing Files in ShareFile

To upload/download log in at www.sharefile.com On the left side of the page, click on FOLDERS. Then click on SHARED FOLDERS. (any folders we have shared with you will appear here). Once you open the folder we have shared with you, you can download any files that are in that folder. If you would like to upload documents to us, please drag and drop them into that folder and we will be notified that you have added documents for us.

Upload and Download Files

Download Our Newsletter

Our newsletter contains valuable information about IRS updates and tax tips.
Newsletter

Make a Payment

Click here to> Make a Payment


We offer a variety of tax and business planning resources for your convenience and use. Please contact us if you have any questions about these resources. The information contained in these sites is of a general nature and should not be acted upon in your specific situation without further details and/or professional assistance.

The IRS website

Download forms and get the latest info on tax laws and regulations.
http://www.irs.gov/

State tax forms

Download state tax forms from any state in the United States.
http://www.taxadmin.org/fta/link/forms.html

Oregon Department of Revenue

Information on property tax, kicker, tax regulations, and tax forms.
http://www.oregon.gov/DOR/

Oregon Employment Department

Downloadable electronic filing software, forms, and information.
http://www.emp.state.or.us/

Washington Employment Security

Payroll tax information, electronic filing software, and downloadable forms.
http://www.wa.gov/esd/