Client Portal

Help

How to use the portal

Step-by-step guides with screens from the portal. Pick the one for you.

For property owners

Client guide →

How to sign in, find your way around, see your properties and appeal results, answer your law firm's requests, and share documents.

  • · Signing in
  • · Getting around
  • · Your properties
  • · Requests
  • · Documents

For firm admins and staff

Law firm guide →

Your dashboard, each client's page, requests and reminders, required documents, TaxAppealPro imports, client logins, documents, e-signatures, and (for admins) users and settings.

  • · Getting around
  • · Your dashboard
  • · A client's page
  • · Requests and reminders
  • · Required documents
  • · Getting data in from TaxAppealPro
  • · Client logins
  • · Documents
  • · Users and viewing as a client
  • · Your firm's settings