Client Portal

Your secure client portal.

Your tax documents are uploaded through our existing secure portal. It’s a separate site from this one.

For current and returning clients

Log in to upload your documents.

The button below opens the portal in a new tab. Use the login details from your portal invitation.

The portal link is being updated.

Please email hello@burrnecessities.com and we’ll send your direct login link.

Trouble logging in? Use the portal’s “forgot password” link, or email us. We’ll never ask for your password.

A few safety habits

  • Bookmark the portal after your first login so you always land on the real page.
  • We will never ask for your password, or for documents, by email, text, or social media.
  • Unexpected message asking you to log in somewhere? Check with us first.
  • Upload documents only in the portal, never through this website.
New here?

Portal access comes after your inquiry and onboarding. Start with Get Started.