Your client will create their portal either through a text message or an email, depending on if you
put in a phone number or email to send the invitation.

By Email: The customer will receive an email from TaxStatusNow.com with the subject line Your
Secure Portal Has Been Created. The email will contain a link to access their portal.

By Text Message: The customer will receive a text message for our automated system with a
link to access their portal account.

The links will prompt the customer to create their Customer Portal Account.

After the customer click on the link from either their email or phone, they will be guided to a page
like this. They will need to pick a username, create a password, and fill out their phone, email,
last name and last four of their SSN.

IMPORTANT! To successfully register the account, the taxpayer’s last name, SSN and
mobile phone number or email address must match what you entered in their tax return:

After submitting the registration, the taxpayer will be prompted to verify their account. They can
select to have a verification security code sent via email or text. When the code is received, the
taxpayer will enter it in the space provided and click Verify.

The taxpayer’s portal is displayed on the screen:

My Files:

The taxpayer can use the My Files area of their portal to upload documents to send to the tax
preparer (W-2s, 1099s, etc.) To upload a document, click Upload Documents.

The Upload Documents Window is displayed on the screen:

Click Drop files here to upload to browse and select documents to upload to the tax
preparer. Navigate to the local copy of the document to upload and either drag and drop it into
the file area in the portal or click on the file and select Upload.

The Upload Documents Window will display the uploaded file: