Client portal

Welcome back.

Your documents, signatures, and messages live in our secure client portal. One button, right here.

Secure portal

Log in to your client portal

Opens in a new tab. Use the email address you gave us when you onboarded.

Portal help

Common portal questions

A few things that come up often.

Coming soon

A fuller Varde client area is on the way.

We’re building a space where your tax plan, quarterly estimates, and a library of plain-language resources live together in one place. For now, the portal above is where everything happens.

Welcome back.

Log in to your client portal

Common portal questions

I have a personal account and a business account. Why do I see two portals?

How do I switch between my portals?

I uploaded a document to the wrong portal. Now what?

Where do I upload documents?

My to-do list is empty. Does that mean there’s nothing for me?

Where do I find my finished return, or something you sent me?

I uploaded something. Did it go through?

I uploaded the wrong file, or named it wrong.

Can I do all of this on my phone?

A fuller Varde client area is on the way.