This platform makes it easier and safer for you to work with us during tax season (and beyond). Here’s what you need to know:
What You Can Expect
Easy Access
- You should have received an email invitation with a link to the portal from noreply@wolterskluwer.com.
- No new passwords to remember if you’ve used it before.
If you haven’t received your login credentials and would like to start using the portal, please:
- Reach out directly to your abip contact
- Email us at info@abipcpa.com
- Or call us at (713) 954-2002
Simple Task List
- You’ll see exactly what documents we need from you in your client hub.
- Tasks are clearly listed with deadlines — check them off as you go.
Secure Document Sharing
- Upload digital W-2s, 1099s, and other documents with just a few clicks.
Example: Instead of scanning and emailing a W-2, you just drag and drop the digital file into the portal.
- Download any digital forms or documents we send you — all securely stored.
- You get automatic reminders via email if item not completed by the deadline.
Benefit: This eliminates confusion — you always know what’s expected and when.
Why It Matters
- Secure: Bank-level encryption keeps your personal info protected.
- Efficient: Avoid delays by completing everything in one place.
- Convenient: Access the portal anytime, from any device.
If you have any questions, don’t hesitate to reach out! Contact us at (713) 954-2002 or email info@abipcpa.com.
