Howard TerrellCPA FIRM PLLC · SOUTHLAKE← Return to website
Southlake · Client services

Client Document Portal

A dedicated document workspace for Southlake clients, independent of our DeSoto website and CPA Site Solutions. Portal access will open after account activation and security testing.

Portal setup pending

Access your client files

Your separate Southlake account will let you submit documents, review authorized files, and retrieve your tax and accounting records after activation.

The secure client portal is being configured and is not yet accepting files. Contact our office for current secure document-delivery instructions. Do not email sensitive taxpayer documents.

Need assistance? Call (469) 941-4367 or email the office without attaching sensitive documents.