What You Can Do in the Portal
Working with a fully virtual CPA firm only works when the paperwork moves as easily as the phone calls. The portal replaces the shoebox, the email chain, and the office visit. One login covers the whole engagement.
It is also open year-round, not just in tax season. A 1099 that arrives in May, an IRS notice in August, a lender request in October — upload it the day it shows up. Nothing waits in a pile, and nothing gets lost between now and filing time.
- ✓ Upload documents securely — W-2s, 1099s, K-1s, bank statements, and receipts go into an encrypted folder, organized by tax year
- ✓ E-sign returns and engagement letters — including IRS-compliant e-signature of Form 8879, with identity verification built in
- ✓ Complete your tax organizer — guided questions replace the blank checklist, and uploads attach to the exact item they answer
- ✓ Message the firm — questions and answers stay in one encrypted thread instead of a scattered inbox
- ✓ Pay invoices online — view, approve, and pay from the same login
- ✓ Use it from your phone — the TaxDome client app for iOS and Android photographs documents straight into your folder
The portal serves every engagement type — from individual and business tax preparation to monthly CPA-supervised bookkeeping. Documents from prior years stay available for as long as you remain a client.
Not sure what to upload for tax season? Your organizer lists exactly what applies to you. For a general preview of what CPAs ask for, the free guides and checklists cover the standard document list for individuals and business owners.
How Your Data Is Protected
Tax documents are identity-theft fuel: they carry Social Security numbers, account numbers, and income detail. Plain email was never built for them. An attachment sits unencrypted in two inboxes — forever — and one phished password exposes all of it.
The portal closes that gap. Files are encrypted in transit and at rest. Logins use one-time email codes by default, and app-based two-factor authentication is available for clients who want it. E-signatures on IRS forms use knowledge-based authentication — the identity check IRS e-file rules require for remote signing.
This is the same reason ProAxis operates as a fully virtual CPA practice: a secure digital workflow beats a stack of paper changing hands. If a document ever should not go through email, the answer is simple — it goes through the portal.
The portal also protects you from impersonation scams. Tax-season phishing emails pose as accounting firms and ask victims to "re-send" a Social Security number or bank details. ProAxis never asks for sensitive information by plain email. Real document requests from this firm appear inside your portal account, next to everything else in your engagement.
If a message claiming to be from ProAxis ever feels off, do not reply to it. Log in to the portal directly at portal.proaxiscpa.com and check your pending requests, or call the firm at (201) 800-2330. A real request will always be visible there.
Your First Login, Step by Step
Activation takes about two minutes. Here is the whole sequence, so nothing surprises you:
- Open the invitation email. It arrives when your engagement starts and contains your personal activation link.
- Set up your login. Confirm your email address. By default the portal sends a one-time code to that address each time you log in.
- Add two-factor authentication if you want it. An authenticator app adds a second lock on your account. It is optional but recommended.
- Open your organizer or document checklist. Your pending items sit on the home screen. Each upload attaches to the item it answers.
- Install the mobile app. Search "TaxDome" in the App Store or Google Play and log in with the same email. Phone photos of documents land in the same folder.
After that, every visit is just the login page and your code. Bookmark portal.proaxiscpa.com — or find the Client Login link in the header of any page on this site.
Getting Portal Access
Existing clients: your account is created when the engagement starts. Look for an activation email from ProAxis, set up your login, and you are in. Lost the email? Call (201) 800-2330 or write to info@proaxiscpa.com and we will re-send it.
Not a client yet? Portal access comes with every engagement. Start with a free consultation — once an engagement letter is signed, your secure folder, organizer, and document checklist are set up the same day.
Switching from another accountant? The portal makes the handoff painless. Upload your prior-year returns once, and they become the permanent starting file for the new engagement. No re-sending the same PDFs every February, and no wondering which version your CPA has.
Portal or Intake Form — Which One Do I Use?
This site has two different tools, and new clients sometimes mix them up. The distinction is simple:
The tax intake forms are short questionnaires for people who are just getting started with ProAxis. They collect the basics — entity type, filing history, what you need — so the first conversation starts informed. No login is required, and nothing sensitive is requested there.
The client portal is the secure workspace for active engagements. It requires a login, holds your actual documents, and is where returns get signed and invoices get paid. Short version: before you are a client, use the intake form or the contact page. Once you are a client, everything lives in the portal.
Your Documents Stay Yours
Everything in your portal folder is downloadable by you, at any time, at no charge. Finished returns, signed engagement letters, uploaded source documents — none of it is held hostage to the relationship. Many clients download a copy of each year's return the day it is filed and keep it with their own records. We encourage exactly that.
If you ever move to another firm, you can export your documents before access winds down. A mortgage lender asking for two years of returns at 9 PM is not an emergency when the PDFs are one login away.
Client Portal — Frequently Asked Questions
How do I log in to the ProAxis client portal?
Go to portal.proaxiscpa.com or click Client Login in the header of proaxiscpa.com. Enter the email address on file with ProAxis. By default the portal emails you a one-time login code — no password to remember. First-time users activate their account from the invitation email ProAxis sends when the engagement starts.
Is the ProAxis client portal secure?
Yes. The portal runs on TaxDome, a practice-management platform built for tax and accounting firms. Data is encrypted in transit and at rest, logins support app-based two-factor authentication, and e-signatures support knowledge-based identity verification. It is far safer than sending tax documents as email attachments.
Can I upload tax documents from my phone?
Yes. The TaxDome client app for iOS and Android connects to the same ProAxis portal account. You can photograph W-2s, 1099s, and receipts with your phone camera, and image uploads are converted to PDF automatically. Uploads land directly in your secure client folder.
How do I e-sign my tax return in the portal?
When your return is ready, a signature request appears in your portal and you get an email alert. For remotely e-signing IRS e-file authorization Form 8879, IRS rules (Publication 1345) require identity verification. So the portal walks you through knowledge-based authentication (KBA) questions before you sign on screen. The signed form routes straight back to ProAxis — no printing or scanning.
What if I forget my portal password or login code?
Use the reset link on the portal login page and a new one-time code or reset email arrives within a minute or two. If the email on file has changed, contact ProAxis at info@proaxiscpa.com or (201) 800-2330 and we will update it and re-send your access.
Do I have to use the portal to work with ProAxis?
The portal is where organizers, document requests, e-signatures, and invoices live, so engagements move fastest through it. If you prefer another channel for questions, that is fine. But sensitive documents like W-2s, 1099s, and bank statements should go through the encrypted portal, not plain email.
Does the client portal cost extra?
No. Portal access is included with every ProAxis engagement — tax preparation, bookkeeping, payroll, and advisory alike. There is no separate software fee, no per-upload charge, and no limit on stored documents during an active engagement.
Can my spouse or business partner get their own login?
Yes. Each person connected to an account gets individual login credentials tied to their own email address. On a married-filing-jointly return, each spouse signs the e-file authorization separately under their own login and identity verification. Business partners and authorized staff can each be granted access to the company account the same way.
What file types can I upload to the portal?
The common ones all work: PDF, photos in JPG or PNG, Word documents, and Excel spreadsheets. Phone photos of paper documents are converted to PDF automatically on upload. If a bank or payroll provider exports something unusual, upload it anyway. The firm can open most formats and will tell you if a different export is needed.
Do I need to install anything to use the portal?
No. The portal runs in any modern web browser — Chrome, Safari, Edge, or Firefox — on a computer, tablet, or phone. Nothing to download or update. The TaxDome mobile app is optional; it adds camera-based document scanning and push alerts, but every feature is also available through the browser.