Accessing Client Portal and How-to Download & Upload

How do I get access to my tax returns? How do I get my payment vouchers?

When you log into your client portal you will have access to your tax documents.

Visit: https://jonestax.clientportal.com

• Click on Files

• Select the Tax Folder

• Select the Year

• Select Client Tax Return Folder

• Highlight your tax return or payment vouchers you would like to download.

Here a couple of quick videos on downloading and uploading files in your client portal.