Access the secure Kurt Simmons CPA client portal to upload tax documents, exchange files, sign engagement letters, view invoices, retrieve completed returns, and manage advisory records nationwide / all 50 states where permitted.
Log in to the secure KAS CPA portal to view documents, upload files, sign forms, and communicate with the engagement team.
ENTER PORTAL →First time accessing the portal? Contact us to set up your account.
Upload source documents and download completed returns, financial statements, and advisory deliverables.
Review and electronically sign engagement letters, tax authorizations, and other documents from anywhere.
Communicate directly with your engagement team through encrypted messaging — no email vulnerabilities.
Monitor the status of your tax returns, audits, and advisory projects in real-time with progress updates.
View and download past invoices, track payment history, and access engagement fee summaries.
Access your complete history of tax returns, financial statements, and engagement files — organized by year and type.
Tax strategy, capital markets insight, and planning moves — straight from Kurt's desk, monthly.