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Daniel Stinson/CPA PLLC
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●  Client Portal  ·  Secure Sign-in

Welcome back.

Documents, e-signatures, prior-year returns, and your invoice ledger — all in one place.

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First time here? Use the link in your invitation email to set your password — or request a password reset below.

Trouble signing in or locked out? Email Daniel at daniel.stinson@danielstinsoncpa.com and he'll get you back in.

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Encrypted in transit & at rest · Industry-standard security practices
Privacy · Terms · E-Sign Consent
●  Inside Your Portal

Less email.
More signal.

  • 01

    Documents

    Drop statements, K-1s, 1099s, and source files. Tagged by year, searchable, retained.

  • 02

    E-signatures

    Engagement letters and Form 8879s, signed in-browser. No printer, no scanner.

  • 03

    Secure messages

    One thread per topic. No inbox archaeology, no PDFs lost to spam filters.

  • 04

    Filings & returns

    Prior-year copies, always one click away. Your filing history is yours.

  • 05

    Invoices & payments

    ACH or card. Plan billing visible. No surprise hourly bills at month-end.

Hosted with a reputable portal provider using industry-standard security practices and encryption in transit and at rest. Your data is yours, exportable at any time.