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Welcome to the Hub!  Everything you need is in one place!

This is your centralized hub for all document exchange, e‑signatures, deliverables, and payments. Every engagement — from onboarding to monthly accounting to tax filings — is managed here to ensure accuracy, confidentiality, and a smooth workflow.​

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If you are an incoming new customer, pliease click on the "Intake" button to fill  out your intake and click on the secure client portal below to upload your documents

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Access Your Portal

Use the button below to log in to your secure client portal.

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​                                                                            Log in to upload documents, download deliverables and sign forms

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Make a Payment

If you prefer to pay invoices online, you can use the secure payment link below.

 

                                                        ​​ Use this link to pay invoices securely online.

 

What You Can Do in the Portal

Your portal is designed to keep your accounting and tax work organized, secure, and easy to manage. Inside, you can:

• Upload documents requested during onboarding.  You can see the list is on the Service Page under Documents Required After Your Tax Help Call and you will receive the list again in a welcome email from YTRA.

• Download completed financial statements, reports, and tax returns

• Review and sign engagement letters and other required forms [not yet but soon!]

• Communicate securely with the firm

• Track outstanding requests and upcoming deliverables

• Pay invoices online (via the payment link above)

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This keeps everything centralized and eliminates the need for email attachments.

 

How to Upload Your Documents:

1. Create Your Account

After your Help Call and as part of your customer onboarding, you’ll receive an email invitation to set up your secure login.
Choose a strong password and store it safely.

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2. Upload Required Documents

During onboarding, you’ll see a checklist of documents needed to begin your engagement.  You can see the list is on the Service Page under Documents Required After Your Tax Help Call and you will receive the list again in a welcome email from YTRA.
Upload files directly to the portal — no emailing sensitive information.

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3. Review and Sign Your Engagement Letter

Engagement letters and other forms are delivered through the portal for e‑signature.
Once signed, your start date is confirmed.

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4. Receive Deliverables

Completed reports, reconciliations, and tax filings will be posted to your portal for download.

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5. Communicate Securely

Use the portal’s messaging feature to send questions or updates without exposing sensitive data.

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6. Pay Invoices

Use the secure payment link on this page to pay invoices at your convenience.

 

Document Security

Your information is protected using encrypted, industry‑standard security protocols.
The portal is compliant with IRS, FTB, and professional data‑security requirements for CPA firms.

 

Support

If you have trouble accessing your portal or need assistance with your account, please contact:

jkinder@yourtaxreliefadvocate.com

You’ll receive a response as soon as possible.