Client Portal

Please contact our firm by emailing info@steiner.cpa or by calling our front desk. They will register you. You will then receive a Welcome Email that will come from our partner with a “no reply” email address of donotreply@cch.com.  Required Action and our firm name will be in the subject line. Click the link in that email and fill out the required login information to create your account. TIP: If you are having trouble finding the email, you can search your inbox for our firm name.

Your username is your email address. Your password should be a mix of letters and numbers, with at least one uppercase letter and one special character. You will need to provide a phone number for verification purposes. TIP: Enter your phone number without any formatting. TIP: If you can’t find your welcome email, please use the FORGOT PASSWORD button on the sign in page. It will you send you an email to initially set or reset your password.

When your accountant upload a document to your Portal, you will receive an email link to the Client Portal. Also, you can click the link above and bookmark the site for future reference. Also remember the link is on our home page at www.steiner.cpa.

Please note that in the upper right corner of the Portal is a drop down menu. If you click on that menu, you will be able to toggle between any of the various entities that your email address has been assigned to at our firm. If you think you should have access to other of your accounts here, please contact your accountant or call our front desk.

Yes, in your Portal, please click the “Client Users” Button on the upper right. A list of all users assigned to your Portal are listed. If you are the primary portal user, you can add and remove Client Users from your portal.

On the Left side of your Portal, you will find a Folder named “Documents”. Click the arrow to the Left of each Folder Name to expand or collapse the folder structure until you find the documents you are looking for.

The Portal allows you to download files to your computer or smartphone. When you click on a file you would like to see, most of the time we see these files going to the “Downloads Folder” on your device or computer. You will not see the file open for a preview and the only way to access the file is to go to your Downloads Folder and open it from there.

The Portal allows you to upload files from your computer or smartphone. You can attach most file types and sizes and also take pictures on your Smart Phone or upload pictures from your phone’s Photo Library. Click the “Upload All” button when you are ready. Sometimes the Upload All button appears “grayed out”, but it will still work if you click on it. Your accountant is notified immediately on a successful file upload.