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Your secure portal for documents, signatures and updates
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- Fast
- Always available
Create your account
For AGCPA clients. After you sign up, our office confirms your account before you can upload or sign documents.
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We sent a verification link to . Click the link in that email, then come back and press Continue.
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About your account
This helps us set up your file correctly.
Thanks – you're almost in
Your account is set up and secured with two-step verification. Our office is confirming that you're an AGCPA client. You'll get an email as soon as you're approved, usually within one business day.
First-time setup: you're signed in as the firm owner.
Enter your code
Protect your account
Add a mobile number. We'll text you a code every time you sign in, so no one else can get into your account even if they learn your password.
Account not active
Your account does not have portal access. If you think this is a mistake, please call our office.
Welcome!
Your secure portal for tax and accounting services.
Your next steps
Upload Documents
Securely upload your tax documents and other files.
My Documents
Quick Links
Messages
Upload documents
W-2s, 1099s, receipts, statements, prior returns — anything we asked for. If it is on your checklist, you can also upload it under Requests.
My Documents
Waiting for your signature
Review each document, then sign in under a minute.
Signed documents
Your signed copies, with signature certificates.
Tax returns
Final copies of your returns, ready to download.
Other documents from AGCPA
Financial statements, letters and other files we shared with you.
What we need from you
No requests right now. We'll email you when we need something.
Invoices
Your invoices from AGCPA INC.
Secure messages
Messages between you and AGCPA INC stay inside this encrypted portal. Our emails only tell you a new message is waiting.
Meetings
Request a phone, video or in-person meeting. All times are Eastern Time (ET); we confirm every request by email.
My profile
Your portal sign-in and account details.
To change the mobile number used for sign-in codes, call our office; we'll verify your identity and reset it.
Welcome back!
AGCPA INC staff dashboard — clients, documents, signatures and billing in one place.
Welcome back
Firm overview
Jobs completed by month
Jobs marked Filed / complete, this year against last year
Open jobs by status
Click a bar to open those jobs
Team workload
Open jobs per team member, as preparer or reviewer
Live activity
Latest actions from the activity log
Pending client activity
Needs attention
Recent activity
Quick Actions
Team & work
Client without portal access
This client has no portal login. Scan their paper documents and add them here; they are saved to the client's Google Drive folder.
Send for signature
or upload your own PDF:
Share a document
Document checklist
Tax organizer
Online organizer: questions on screen, “same as last year?” answers and uploads next to each question. Use Pre-fill with AI to fill it from last year's return before you send it.
Messages
Invoices (QuickBooks Online)
+ New invoice
Signature requests
Client uploads
Shared, signed & checklist PDFs
Activity log
Sign-ups waiting for approval
Approve only people you know are clients. If unsure, call them at a number you already have on file.
Waiting for approval
Client messages
Clients with the most recent messages first. Open a client to read and reply.
Awaiting signature
Documents sent to clients that are not fully signed yet.
Open invoices
Unpaid invoices created from the portal (synced from QuickBooks every 6 hours).
Meeting requests
All times Eastern Time. Approving emails a confirmation with an "Add to Google Calendar" link.
Upcoming meetings
When people can book you (Eastern Time)
Clients and staff only see free times inside these hours. Every request still needs your approval.
My meeting requests
Client CRM
Every client at a glance. Click a client for the full 360° view.
Revenue by month
Revenue by service
Cash & receivables
Expense variation
Sorted by the biggest increase. Red = more than 10% over last year or over budget.Top clients by revenue
Record income or an expense
Invoices created in the portal are counted as revenue automatically — record here only income that was not invoiced through the portal, and all of the firm's expenses.
Entries
Budget
Monthly budget for revenue and each expense category. Type a year total to spread it evenly, or fill months one by one.
Last-year figures
Your books in the portal start 01-01-2027. Type your totals (from your tax return, QuickBooks or bank statements) so the dashboard can compare. A year total is spread evenly over 12 months; enter months instead if you have them.
Document templates
Engagement letters, welcome letters, consents and policies. Send them to a client from the client's page ("Send from templates").
The starter templates are drafts written for you to adapt. Please review every template — and have engagement letters reviewed by your attorney or professional liability insurer — before sending to clients.
Welcome packages
A package sends several documents in one step — for example to every new client.
Work tracker
Jobs for each client, who is working on them, and where they stand.
Timer
Start the clock when you begin work. Time is rounded up to the next 6 minutes (0.1 hour).
My utilization
Billable hours as a share of your available hours.
Team ranking for this week (only you can see everyone; staff see their own rank)
This week
OpenWhen the week is complete, submit it to the owner for approval. Submitted weeks are locked.
Timesheets to approve
Approving locks the week, saves a PDF to Google Drive (00 Firm Timesheets) and makes billable time available to invoice.
Recently approved
Approved time not yet invoiced
Click Create invoice to open the client with their unbilled time ready to add to a QuickBooks invoice.
Daily utilization
Billable hours divided by available hours each working day.
Hours by team member
Hours by client
Team guide: Zoho email & portal
AGCPA uses Zoho Mail for email. All client work goes through this portal — client documents, client questions and signatures never travel by email.
Owner setup (only you see this)
A. Secure Zoho (mailadmin.zoho.com)
- Require two-factor sign-in (MFA) for every user; prefer the Zoho OneAuth app.
- Domains → agcpainc.com → Email configuration: SPF and DKIM verified. Add DMARC TXT on
_dmarc.agcpainc.com:v=DMARC1; p=quarantine; rua=mailto:anand@agcpainc.com - Mail Policy: block automatic forwarding to outside addresses. Allow IMAP, turn POP off.
- Password policy: 12+ characters, lockout after failed sign-ins. Record all of this in the WISP.
B. Send portal email through Zoho
- accounts.zoho.com → Security → App Passwords → create “Client portal” and copy it.
- Cloud Shell (restart first), one line at a time:
cd ~/agcpa-portal && sed -i '/^GMAIL_USER=/d;/^SMTP_HOST=/d' functions/.env.agcpaclientportals printf 'GMAIL_USER=anand@agcpainc.com\nSMTP_HOST=smtp.zoho.com\n' >> functions/.env.agcpaclientportals firebase functions:secrets:set GMAIL_APP_PASSWORD firebase deploy --only functions:createUser,functions:resendInvite
Paste the Zoho app password at the secret prompt; answer Y to destroying the stale version. Deploy the remaining functions four at a time.
C. Add a team member
- Zoho: Users → Add user (name@agcpainc.com). Give the temporary password in person or by phone.
- Portal: Settings → Team members → + Add staff member with the same address.
- Set rate, hours/day and utilization target in Settings; assign clients and jobs in the Work tracker.
D. When someone leaves (same day)
Disable their portal access, disable their Zoho user, reassign their clients and jobs, and note the date in the WISP.
1. Set up Zoho mail
Sign in at mail.zoho.com, set your own password and turn on two-factor sign-in with Zoho OneAuth. On your phone, use the Zoho Mail app.
Outlook (Windows or Mac): create an app password at accounts.zoho.com → Security → App Passwords (“Outlook”), then add an IMAP account:
| Setting | Value |
|---|---|
| Incoming (IMAP) | imap.zoho.com, port 993, SSL |
| Outgoing (SMTP) | smtp.zoho.com, port 465, SSL |
| User name | Your full @agcpainc.com address |
| Password | The Zoho app password (not your sign-in password) |
Never forward firm email to a personal address.
2. First portal sign-in
- Open “Your secure AGCPA INC portal account” in Zoho and click Create my password (ask the owner to resend if it expired).
- Choose a 12+ character password you use nowhere else.
- Add your mobile number — every sign-in needs a text code.
- Bookmark agcpaclientportals.web.app. Check the bottom-left says you're signed in as staff.
3. Daily rules
| Task | Use in the portal | Never |
|---|---|---|
| Talk to a client | Messages on the client's page | Email client details |
| Send / collect documents | Share a document, Document checklist (auto password-protected) | Attach tax documents to email |
| Signatures, engagement letters | Signatures, Templates | Email PDFs to sign |
| Ask a teammate | Team chat | Personal chat apps |
| Track work and review | Work tracker (review notes, 15-min partner review) | Spreadsheets |
| Record time | Timesheets — client + type of work, submit weekly | Paper logs |
| Meet the owner | Meetings (Eastern Time, approval needed) | Email invites |
| Bill a client | Invoices from approved time | Separate invoice files |
- Check the Dashboard every morning.
- Sign out on shared computers; never share your password or text code.
- Email asking for a code or password? Don't click — tell the owner.
4. Help
| Problem | Fix |
|---|---|
| Invite link expired | Owner clicks Resend invite in Settings → Team members |
| No text-message code | Wait a minute and retry; confirm your number with the owner |
| Outlook won't connect | Use a Zoho app password, not your sign-in password |
| Can't see a client | Ask the owner to assign you to that client or job |
Team members
Staff can use any email address (Outlook, Gmail, Zoho, company email). Only the owner can add staff.
QuickBooks Online
Rates, hours & utilization targets
Hourly billing rate (applies to new time only), available hours per working day, and utilization target for each team member. Set hours/day to 0 to leave someone out of the weekly ranking.
Import from TaxDome
Move your clients and their documents from TaxDome (or another system) into the portal.
- Client list. In TaxDome, export your accounts/contacts list to CSV (Excel files: File → Save As → CSV). Clients are added without portal access — no emails go out.
- Documents. Download each client's documents from TaxDome and put them in one folder on your computer, with one sub-folder per client named after the client. Then pick that folder here.
- Invite to the portal when you are ready. Clients whose email was in the CSV get a "create your password" email.