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Client Portal for Current SDO CPA Clients

The client portal allows existing clients to download their tax returns, chat with our CPAs and accountants, upload files, make payments, and more. It speeds up your tax returns and accounting. If you're a current client but need to be added to the portal and want to be, contact us, and we'll get you set up.

Upload Files Securely

You can upload your files directly here securely. Just click the button, and you'll be able to securely upload statements, QuickBooks files, receipts, and more in just a few minutes.

Where's My Refund?

You can usually check the status of your income tax refund 24 hours after e-filing. If you filed a paper return, please allow 4 weeks before checking your status.

Mobile App for Client Portal

Use our free mobile app to chat with our team and scan documents and receipts. When opening the mobile application, please enter SDO as your firm domain and use your email and password to log in.