CLIENT TAX PORTAL

SECURE CLIENT PORTAL — Manage Your Tax Documents with Confidence

Welcome to the Neffendorf Blocker secure digital gateway. Our client portal provides a streamlined, encrypted environment for you to exchange sensitive financial information with our team and access your completed tax returns 24/7.

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HOW TO USE THE PORTAL

Our portal is designed for ease of use. Whether you are a long-term client or working with us for the first time, you can manage your tax season in three simple steps:

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• Secure Login: Use your unique credentials to access your private folder.

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• Upload Documents: Drag and drop your W-2s, 1099s, and expense receipts directly into our secure system.​

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• View & Download: Once your returns are finalized, they will be available here for your review and long-term records.

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FREQUENTLY ASKED QUESTIONS

Is my data safe? Absolutely. We utilize advanced encryption and multi-factor authentication to ensure that your private information remains confidential and secure.​

 

What file formats are accepted? We recommend high-resolution PDFs or clear images (JPG/PNG). Please ensure all text is legible before uploading.

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I forgot my password. What should I do? Simply click the "Forgot Password" link on the login screen to trigger a secure reset via your registered email address.

 

NEED ASSISTANCE?

If you have questions about using the portal or need to update your contact information, please reach out to our office at 830-997-3348 or email us at info@nb-cpa.com.