Existing Client Portal Instructions

Existing Client Portal Instructions

Important Instructions

1. Go to www.CastleRockCPAs.com and click on the “Clients” tab, then click on “Client Portal.”
2. Enter your username and password and click the Sign In button.
3. When the home page displays, notice the My Folder menu to the left.
4. Click Documents from Preparer.
5. In the right window, your documents should appear. Click the Download link for a document.
6. Select to open or save the file.
7. If you select Save, follow the normal procedure you use when saving a file to your computer.

To submit a document to your preparer:

1. Click the Documents to Preparer link under the My Folder section.
2. In the right window, click the Upload link.
3. Click the Select button to search for the file you would like to upload.
4. The file should display under the button. Click the Upload button.
5. The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary.
6. Your preparer will be notified that a file is ready for downloading from you.

If you have any questions, please contact your tax preparer.