As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
What is myCFO Portal?
myCFO Portal is a secure online account which allows you to receive electronic documents delivered by CFO. Using a secure username and password, you can view accounting information such as:
- Tax Return
- Client Tax Organizer
- Engagement Letter
- Year-end Projection
- Schedule K-1
- Requests for Information for Bankers/Brokers
- Financial Statements
Furthermore, you have the ability to securely upload and deliver documents to your account which will help CFO team members to better serve you.
myCFO Portal requires one of the following internet browsers:
- Apple Safari (Version 5.0 or higher)
- Google Chrome (Version not applicable)
- Microsoft Internet Explorer (Version 7.0 or higher)
- Mozilla Firefox (Version 3.0 or higher)
Log-In ID is not case sensitive
For security reasons, you are required to change your password every 180 days
Must be at least 8 characters long
Must contain at least
- one alpha character
- one numeric character
- one uppercase
- one special character (e.g. !, @, #, etc.)
Cannot contain the user’s login
Cannot contain the user’s first name or last name
What if I forget my password?
If you forget your password, it may be reset anytime by clicking “Forgot Password?” on the login page
Why am I no longer able to receive documents from CFO within an email?
With the implementation of myCFO, we expect to enhance client communication, empower clients, and most importantly, improve client service.
CFO’s number one goal is to protect your personal information. By using myCFO, we are able to provide superior client service through increased efficiency in delivery of your information.
How do I view my documents?
Click on Help located in the top menu for “Documents Overview”
How do I upload my documents?
Please note that we prefer you only upload PDF files. JPG and PNG files do not print well and many times they do not show all the information on the document.
Click on Help located in the top menu for “File Exchange Overview”
Where do I find my E-File forms?
Click on your name, tax return, year, and you will find the Sign Here folder which will contain all your E-File forms. You will need to review, print, sign and return them to your myCFO Portal.
Why am I not able to electronically sign my E-File Forms?
The Internal Revenue Service specifically requires taxpayers to physically sign Form(s) 8879. The IRS further requires the signed form to be received by the tax preparers prior to submitting the tax return to the taxing authority. Your physical signature on the E-File Form(s) indicates that you, as the taxpayer, have reviewed the return and ensured the information on the return is accurate.
Where do I send my signed E-File forms?
We strongly recommend you scan and upload your forms to myCFO Portal. This is the most secure method of returning your signed E-File forms.
In the event you are not able to scan and upload your forms, you may drop them off, fax, or mail them to our office.
Address: 1700 Huguenot Road Midlothian VA 23113
How long will my documents remain available to me through my user account?
Tax Returns will remain in your Taxes folder, which is permanent and can only be manually deleted. All other items placed in your portal, such as information provided for use in preparing your tax return or QuickBooks files, will be automatically deleted after 14 days.
How do I send a copy of my tax return to a third party?
Our firm policy is that we cannot send your personal information to a third party directly. You can download your tax return from the myCFO Portal (when you see the PDF return you desire, right-click with your mouse to “Save Target As” and save it to the desktop of your computer). Open the PDF tax return that is now on your desktop and, if you have a version of Adobe Acrobat that allows you to password-protect the document, we highly recommend you do so before sending your tax return via email to a third party. You also have the option to simply print the PDF return and deliver personally to the third party in question.
What should I do if I am having issues viewing parts of the Portal Site?
If you are running into issues viewing parts of the portal, we suggest downloading the newest version of Adobe Flash Player (https://get.adobe.com/flashplayer/). After successful download, you will be able to better view these parts of the website.
Portal access issues
If you forgot your password, click on “forgot password” at login screen. If you need additional registration or access assistance, please send an e-mail to firstname.lastname@example.org and note in the subject line “Portal Assistance Needed.” Please provide your name and a phone number in the body of the e-mail and someone from our support team will contact you shortly.
Am I able to access my tax returns and documents on my mobile device?
Absolutely! You can now access documents on your iPhone, iPad, or other mobile device. Simply download our new App and log-in with your myCFO Login ID and Password.
Google Play: https://play.google.com/store/apps/details?id=com.thomsonreuters.clientess
Apple App Store: https://itunes.apple.com/us/app/netclient-cs/id572952397?mt=8&ign-mpt=uo%3D44
Note: If the Mobile App is not downloaded to your Mobile Device, you are likely to experience difficulty when opening documents within your user account.