New for tax year 2023 and beyond, if you have not already received information on how to set up your new portal, please contact us at portal@phillips-tax.com to request access.

Click here for the new secure portal

While the below portal will be active until June 2024, we will no longer be monitoring it for new uploads.  If you have not already received information about our new portal, please e-mail portal@phillips-tax.com to set up a new login.

Click here for the old Portal (to be used to download documents prior to 2023)