Client Portal Login Access Information

Client Portal Login Access Information

“Client Portal” link:  https://login.atomanager.com/atom_SCL/webinfodefault.aspx   Through this portal, you will be able to:

  1. Check the Status of your Refund
  2. Get a Copy of your Tax Return
  3. Get a Copy of any document you submitted to us
  4. Send Questions/notes/attachments
  5. Upload Documents
  6. Provide Client Feedback
  7. Request an Appointment
  • Confirm/View your client referrals to us
  1. Update Your Address/Email/Phone/Password

This new portal allows us to better serve our clients by putting each one of you in control.  You can now print, download or save documents documents directly from the portal at your convenience. No longer necessary to call the office to check on your refund or request copies of documents.  As you know, our office is busy during tax season and it sometimes takes us longer to get back to our valued clients than we’d like.  This new portal is also encrypted and password protected making it a much more safe forum to exchange information.   With identity theft on the rise, e-mail is no longer a safe way to exchange documents. We will upload all completed 2016 tax returns and income documents to the client portal.  If you need a prior year, you will need to contact us through the portal and we will upload any additional years you request. As with all new features, there may be some kinks, so please be patient with us as we work them out. As you know, each year we upgrade our office to better serve our clients and we feel that this is a major step in that direction. Please follow the link below to the client portal. Your “Client Portal” link:  https://login.atomanager.com/atom_SCL/webinfodefault.aspx   First time log in:

On the client portal you will see:

 

  Top of Form

Client Portal Login

Please enter your SSN / ITIN / EIN (No Dashes):
Please enter your Password:
Need a Password or Forgot Password?

Bottom of Form

Enter your SSN/ITIN/EIN then Click the link to Need a Password or Forgot Password? to create a new password.

Client Portal Login

To reset your password or create a new password please enter the following information and the system will send you an E-mail/TXT with a new temporary password.
Please enter your email:
Please enter your SSN / ITIN / EIN (No Dashes):
Back

Enter your email and your SSN/ITIN/EIN then Click Go

 

Client Portal Login

Your password has been reset and you will receive an email/TXT shortly with the new password.

Please enter your SSN / ITIN / EIN (No Dashes):
Please enter your Password:
Need a Password or Forgot Password?

Your password will be created/reset and you will receive an email shortly with the new password. You will receive an email from us with a temporary password. Ex:     Your new Client Portal password is: 3dO606D6   Use this temporary password to log in to the portal and you will be asked to change your password.   Once you change your password, you will be logged into your portal.  Please call our office if you are having any difficulties logging in.

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