ClieredHow do I create a login to the portal?

To create a login to our ATOM Tax Portal, you will need to call our office at 414-541-4900. For the security of all Acc-U-Rite Tax clients, we do not allow new clients to utilize the portal before their identity is vetted and verified. If you are interested in using the portal, please give us a call so that we can speak with you personally regarding your options.

Where do I log into the ATOM Tax Portal?

To log into our ATOM Tax Portal, please click the "ATOM PORTAL LOGIN" button listed above to go to the ATOM Portal landing page.

What is my Username?

Your username will be the full Social Security number of the first person listed on the tax return. 

How do I reset my Login Password?

To reset your password, please click on the "Forgot Password?" text on the login page. From there, please follow the prompts to reset your password.

I'm married. Does each spouse have a login?

No. The Social Security Number and password of the first person listed on the tax return will be the login for both spouses on a Married Filing Joint ATOM Tax file. However, both spouses will individually e-sign the documents once logged into the one portal.

How do I upload tax documents?

1) Once you are logged in, navigate to the "Upload Your Documents" quick link located under the "Quick Link" menu. Or, click on the three stacked lines in white to the right of the Acc-U-Rite logo and then click on the "Upload Your Documents" link there. 

2) Either click the "Browse" button to select documents from your computer or drag your files from your computer to the "Drop Files Here" blue box available. 

3) Enter a Description in the "Description" box. NOTE: Your upload will not go through if you do not enter a description for each upload.

4) Answer the drop-down question that asks if you are done uploading your documents. If you are done uploading your documents, click "Yes" and if you are not done uploading your documents, click "No". 

5) Hit the blue "Upload" button. 

How do I know my documents have been uploaded to Acc-U-Rite?

Once you hit the blue "Upload" button on our portal, you will receive a pop-up box that says "File(s) were uploaded successfully" and then will list the documents that were uploaded. If you do not see this pop-up box, please check your web browser to make sure pop-ups are allowed.

Additionally, you can check if your documents were uploaded by navigating to the "E-Signatures and Completed Tax Returns" tab. In this tab, you should see all of the uploads that were uploaded successfully per tax year.

How do I request a specific preparer when uploading documents to the portal?

To request a preparer when uploading documents, please write the name of the preparer you would like to request in the "Description" section. Our front staff monitors the descriptions with every upload and will assign your return accordingly.

How can I keep track of my tax return status?

To find the current status of your tax return, please navigate to the "Tax Return Progress at Acc-U-Rite Tax" tab. On this page, you will see blue text informing you of the status of your tax return.

How do I know my return is done?

Your tax preparer will call, text, email, or message you through our portal letting you know that your return is done. Additionally, if your return is done and awaiting signatures, you will get automatic updates reminding you of that as well.

How do I pay for the tax preparation fee?

You can pay your tax preparation fee right on our portal. Navigate to the "Pay My Tax Preparation Balance Due" page and select the "Pay Now" green-highlighted text.  From there, you can use Google Pay, Apple Pay, Credit or Debit Card, or Bank information to pay your tax preparation fee.

Is there an extra charge to use a debit or credit card?

Nope! The fee you see is the fee you pay.

How do I view my tax return and signature pages?

Navigate to the "E-Signatures and Completed Tax Return" page. To view your tax returns and signature pages, you must first pay your tax preparation fee. Click on the document name highlighted in BLUE to open each PDF. Your documents will be password protected. The password to each document is the LAST FOUR DIGITS of the primary taxpayer's Social Security Number. Acc-U-Rite Tax highly encourages each client to carefully review all of their documents before providing signatures.

What is my password to view my tax return and signature pages?

The password to view your tax return and e-signatures is the LAST FOUR DIGITS of the primary taxpayer's Social Security Number.

How do I e-sign my tax return?

To e-sign your tax documents, please do the following:

1) Click on the red "Client E-Sign Required". If this is a Married Filing Joint return, there will also be a "Spouse E-Sign Required" listed as well. Each spouse will need to e-sign separately.

2) Once you have clicked on either "Client E-Sign Required" or "Spouse E-Sign Required", click on the blue hyperlinked text that says "Request PIN" in the top right of the electronic signature box. This will text and email you a PIN to the email and cell phone we have on file.

3) You must also select the checkbox at the top that acknowledges that you agree to electronically sign the documents.

4) Then enter your name, Social Security number with NO dashes, date of birth, ZIP code on the tax return, and PIN. Then click the "E-Sign Client" or "E-Sign Spouse" blue button located on the bottom.

5) If you successfully e-signed, you will get a burst of confetti on your computer screen!

How do I get a PIN number?

To get a PIN number, you must click on the "REQUEST PIN" blue hyperlinked text that is in the TOP RIGHT of the Electronic Signature box. The Electronic Signature box is the box where you enter your name, birthday, Social Security number, etc., to actually perform an e-signature.

My account is locked from e-signing; what do I do now?

Please call the office at 414-541-4900 so we can verify we have all of your correct information in our system. We can also reset your PIN manually.

How do I know I e-signed my tax return?

If you successfully e-signed your return, you will see a burst of confetti on your computer screen immediately after e-signing. Additionally, you will no longer see the "Client E-Sign Required" and/or the "Spouse E-Signature Required" red text on the "E-Signatures and Completed Tax Returns" page as well.