Skip to content

Client Portal Resources

February 1, 2022

Our firm has adapted the way in which we exchange information with our clients including using our convenient and secure portal to replace physical delivery of receipts, documents and other personal tax information.

Link to Davis Martindale Secure Client Portal

We have included frequently asked questions for exchanging information electronically with us and are always here to help in any way we can.

Client Portal FAQs

How do I register for the client portal?

How do I use the client portal?

What is my username?

  • Once you’ve registered for the portal, your email address becomes your username by default.

I’ve forgotten my password, how do I reset it?

  • Please use the ‘Forgot Password’ link on the client portal login page to reset your password.  If you have not set-up your account or if you have questions/answers, please contact our office at portal@davismartindale.com

Watch our how to reset my password video

How do I change my password?

  • You will be prompted to change your password upon entering the portal for the first time.
  • Your current username and password can be found within the email that we sent to you notifying you that your portal account was ready.
  • Once you are logged in you can enter your current password and change/confirm a new password as well as update your forgot password questions.
  • Future changes can be made in “My Profile” area.

Watch our how to reset my password video

How do I create digital files?

There are two options to prepare your receipts and documents:

Option 1:

Create PDF files from physical documents

  • SCANNER: Use a scanner to save a PDF to your computer.
    You can change images to PDF’s using free tools such as Foxit SoftwareSmall PDFJPG2
  • PHONE: Use your smart phone to take a photo of your documents in PDF
    Photos can be taken in PDF using special Apps. Download on your phone from the app store. There are many apps available including Camscanner, FineScanner, Genius Scan, Microsoft Lens, Scan Guru, and Turboscan.
  • iPHONE or iPAD:  Use the ‘Notes App’ on your device as a scanner.  Open a new note, press the camera button, the option to scan document will pop up.
  • BANK STATEMENTS: Your bank offers the ability to download PDF’s of your statements directly from the website without the need for additional software.
  • ELECTRONIC SIGNATURES: To sign PDF documents electronically – try these how to videos Adobe Acrobat Reader or iPhone/iPad/iPod touch
Option 2:

Use our EXCEL template to summarize your business expenses, then upload the spreadsheet to the portal.

How do I upload to the portal?

  • After your documents are prepared as above, log into the portal and upload your documents from your computer or smart phone.
  • We have provided a friendly and detailed Portal User Guide for your reference on our website.
  • Upload multiple documents at once where possible.
  • You will receive confirmation email listing documents successfully submitted.

Watch our how to use the Client Portal video

How long will my documents be available on the portal?

  • Documents shared by Davis Martindale will be available for a period of 1 year.
  • Please remember to keep a copy of your documents within your own files.

I don’t see the documents I uploaded

  • Documents submitted to Davis Martindale will be displayed until our team accepts them.
  • You will no longer see your documents once we have accepted them.
  • You do not need to resubmit.
  • Please remember to keep a copy of your documents within your own files.

Having trouble with your browser or device?

  • Ensure you are using the latest version of web browser.
  • Choose an alternate browser if you experience errors or pages do not load.
  • Some mobile devises, like cell phones and tablets, may experience difficulties due to devise securities.  Switch to laptop or desktop as alternate.

Why should I use the client portal instead of email?

We encourage our clients to make use of our client portal instead of sending personal documents through email.

  • The portal uses the latest TLS communication protocol allowing you to securely login, upload and retrieve documents. Shared documents are encrypted in transit using advanced algorithms, preventing unwanted parties from intercepting your sensitive information.
  • The portal saves you time by allowing you to import your personal tax information directly to us.
  • You are also able to share files that are too large to email from programs like QuickBooks.

If you require additional support or have any questions, we would be happy to help.  Email portal@davismartindale.com and a member of your team will assist.