Welcome to Moskowitz LLP’s
Client Portals
Here, you can access the client portals we employ so we can securely share files, complete action items for your case matters, esign documents, and see real time data.
Depending on what services we are providing, you may have access to one or more of these portals:
Moskowitz Client PortalOur Client Portal is a personalized, cloud-based file transfer solution that provides a simple way to transfer your files securely and communicate with your engagement team.Moskowitz Tax Planning
Moskowitz Tax Planning analyzes your tax returns and questionnaire data to recommend proactive tax savings strategies.Moskowitz Tax Preparation
For Moskowitz LLP tax preparation clients to help gather and share your tax documents as well as the ability to sign your tax returns electronically.Moskowitz Accounting
Easily import and track your income, expenses, prepare financial statements, and securely communicate with your accountantMoskowitz Financial Planning
We make goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools to help you customize your planning to meet your unique needs.Moskowitz Profit Optimization
We leverage driver-based modeling to build budgets, sales plans, workforce plans, rolling forecasts, and what-if scenarios to accelerate your growth and maximize profits.Moskowitz Payment Portal
Need to Make a Payment? Use the link below to make a payment to Moskowitz LLP. If you have any questions regarding payments, use the form above to contact us.
Client FAQS
You will receive an email from Moskowitz LLP giving you access to our client portal and inviting you to create an account. There you simply need to create a password at least 10 characters long. You will then be able to see any client requests and files.
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Check you spam folder. If you still do not see it, please call or email us so we can confirm your email address and resend it.
Go to the Files section of the portal (top of page will give the options of: Home, Files, Billing, Requests, Surveys.
Once at Files, on the upper right-hand side you will see an orange File Upload button. Click on that and select the document(s) from your computer or phone, and it will upload.
Some documents are eligible for e-signature and we try to take advantage of this as often as possible. If we send you a document for e-signature, you will get an email alert. You can then click on the link provided and it will take you to the portal. Please log in. Please read the document carefully, and if it meets with your approval, click on the signature box. It will ask you to “agree to be legally bound” and send the document back to us. We will receive a notification when completed.
It is important that you understand the documents you are signing, so please never hesitate to reach out should you have any questions or concerns.
Also, please note that some documents are not eligible for e-signature and we will need to work out another way to obtain your signature, which may include, good old fashion ‘snail mail’ or faxing of documents. Sometimes we may ask that you download the document from your portal, sign, date it and return it to us via mail, fax, or email.
These documents along with your file documents may be viewed under the Files Tab. We have created a folder specifically for these types of documents called Fee Agreements/Waivers.
These guides will explain how to use the Moskowitz Client Portal on the web and in the app.
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Have more questions?
Email ehumbles@moskowitzllp.com