CLIENT PORTAL LOGIN
IMPORTANT: If you are keying information in your web organizer, turn "cookies" ON to ensure your work is saved.
Click here to enter your client
portal.
Instructions
Please email organizer@specpa.com to
request a client portal.
You will receive an email notifying you that
your portal has been created and providing instructions on
how to register your account.
After you have registered your account, you can
access the portal through www.specpa.com using your login
information.
Click on your name
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To update your email address
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To reset your password
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To reset your password, enter the new password
then confirm the new password. Your password must
contain at least seven characters, including at least
one alpha character (upper or lower case) and at least
one numeric character. Security question(s) may be set
up in case you forget your password. Click
“OK” or “Enter” to save
changes.
Use File Exchange
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To post a document to share
with SPE
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On the left click on File Exchange
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In the center click on a folder
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Now you will see an option to upload. Click there
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Drag all files that you want to upload to the center box
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Click “Upload"
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When your document(s) is uploaded, SPE
staff will receive a notification that it has arrived.
They will then be able to view, print or save your
document.
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To receive a document(s) from SPE
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When SPE publishes a document(s) to your
portal, you will receive a notification via
email.
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You should review documents published to your
portal by SPE. Download documents you wish to save onto
your system as soon as possible.
Portal Maintenance
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Documents that you upload into the portal are saved
into our files as necessary and subsequently removed from
the portal.
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Documents that are published to your portal
by SPE are unpublished periodically as part of our
portal maintenance.
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For your convenience, tax returns that are
published to the portal may remain on the portal until the
following year’s tax return is prepared.
General
Information
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Help is available for each screen. Help can be found to the right of your name.
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Whether uploading documents to SPE or
reviewing documents from SPE, always “Sign Out”
of your session.
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Documents are encrypted providing a secure
environment for exchanging documents. Most ISP’s
download speeds are faster than upload speeds. If you are
uploading a document, it may take longer.
- The speed in which files transmit is dependent upon
the size of the document, the resolution of the document
and your Internet speed.
** If you requested a web organizer you should see an orange "Tax Organizer" link below Documents**