Guide: Using The Portal

If you need a portal account please call 480-354-1040 or email us.

Within 24-48 business hours of your request for a portal account, you
will receive an email from CD Tax & Financial (please check your junk
email if you do not see it in your inbox).

Please click on the CLICK HERE link at the bottom of the email. You
will be taken to the registration page where you will need to enter your
contact information and create a password.

To view documents in your portal account:

* Simply hover over “Documents” on the black tool bar, and click on Documents.

* Your documents will be listed by date.

* Click on the document link to the right of the document you want to view.

* You can now choose to view, download, or share the document

To upload documents to your portal account:

* Simply hover over “Documents” on the black tool bar, and click on Upload Documents.

* Either click on the red Upload Files button, or drag the document in to the gray Drop Files Here box.

* You have the option to name your document and add a description.

* Click Upload Now once all of your documents are ready to be uploaded. It may take several minutes for your document(s) to load.

Please contact processing@cdtax.com if you have any questions.