Using the Client Portal
For those of you new to the client portal, here are some tips for you: Logging in – to access the portal, go to portal.snipestax.com or click the “Portal Login” button on the top of the office website. We do not have access to your password and cannot reset it for you. If you are having username or password trouble, click “Forgot username/password” at the login screen. Basics of using the portal – see this video provided by the software company on some basics for using:https://support.drakesoftware.com/Video/portal-basics See this webpage for some information on sending and viewing files:https://drakesoftware.com/Site/Browse/15258/#3 Remember – our technology options