Upload your documents to the Client Portal 

The link below will ask you to log in to a client portal that's affiliated with Soelberg, Durrett & Associates, PS. From here, you can safely upload documents to send to our company.

  • Once logged in, go to the tab labeled:  "My Details"

  • Click on the folder with the tax year the documents you want to upload belong to.

  • Click the (upload +) button on the upper righthand corner of the screen

  • A screen will pop up asking you to upload a file from your computer. Further directions will be provided in the portal. 

Thank you for using the Client Portal! If you need login information please contact our firm at frontdesk@soelbergcpa.com