Access our Client Portal

We’ve made it easier to work with us through our Client Portal. From time to time, you’ll receive an email from Nelson & Company CPA with a personalized checklist of the information or documents we need from you, or with a secure link to review, approve, or download documents we’ve sent. Simply click the link in the email to access your checklist or to review, approve, or download your documents—quickly and securely. 

For step by step instructions, see our PDF:  Guide for Responding to Our Requests

How it works:

• Secure, Personalized Access:  The first time you log in on a device, it remembers you for fast, secure access.
   
• New Device? No problem. Logging in from a new device? You’ll simply request a new secure link by email .
   
• Simple Document Uploads:  Upload supporting documents directly to your checklist.
   
• Stay on Track:  Mark items “Complete” to instantly notify our team.
   

Our goal is simple: help you know exactly what’s needed, stay up to date with automatic reminders, and keep communication smooth and efficient.

View Your Past Documents – With a full Client Portal login, you can securely access all of your historical documents anytime.   

• Already have a login? Sign in to the portal  
• Need Access? Contact us to set up your account 

💡 Note: While the video shows Gmail, the system works with all email providers.