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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.

Client FAQS

How Do I Create My Account in Moskowitz Portal?

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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I Don’t See the Moskowitz Portal Invite in My Email Inbox.

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.

How Do I Upload Files in My Moskowitz Portal?

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.

How Do I E-sign Documents?

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.

Where Can I Find My Fee Agreement or Engagement Agreement with Moskowitz Llp?

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.

Is There an Online Guide Available?

These guides will explain how to use the Moskowitz Client Portal on the web and in the app.

Portal Guide

Do You Have Any Tax Planning Resources?

Yes, we do. Click here to view all resources.

Have more questions?