Client Portal

Send Us Your Documents

Two easy ways to get us your tax documents: upload them through our secure portal, or simply email them to us. You can also choose to get your tax organizer electronically.

2026 Tax Organizers

Skip the paper this year?

We mail out tax organizers in the first couple weeks of January. If you'd rather get yours by email or uploaded to your client portal, just let us know here. It saves paper, and it gets to you faster.

Please let us know before we mail them out in early January. If we don't hear from you, you'll get yours in the mail like always.

How would you like to get your organizer? *

✉️ By email 🔒 In my client portal

First Name *

Last Name *

Spouse Name (if you file jointly)

Email *

Phone *

I don't have portal access yet. Please send me an invite.

You're all set! We'll send your 2026 organizer by email instead of mailing it. Thanks for helping us save paper.

Option 1 · Secure File Portal

Upload through the portal.

Use this link to log into your Drake SecureFilePro portal — the same secure portal we use to exchange documents. Bookmark this page so you always know where to find it.

🔒 Open Client Portal

Option 2 · Email

Email it to us.

Not sure about the portal? That's okay. You can email documents, photos, or questions to us anytime. Just attach them and send.

Tip: for anything with a full Social Security number or bank account numbers, the portal is the more secure option.

✉️ martinhaller@mhlcpa.com

Tap to open your email

Client Forms

How can we help?

Use the forms below to notify us of a document upload or to request access to the portal for the first time.

Document Upload Notification

Already uploaded to the portal? Let us know — our portal notifications aren't always reliable. This message goes directly to our team.

Request Portal Access

Haven't received a portal invite yet? Fill out the form below and we'll send you one. This form is for current clients only.

🔒 Your last 4 digits of your Social Security Number are used for identity verification only. This form is submitted securely and goes directly to our office.

First Name *

Last Name *

Spouse Name (if applicable)

Email Address *

This is the email we'll send your portal invitation to.

Phone Number *

Home Address *

Last 4 Digits of SSN *

For identity verification only.

Your request has been received. We'll send your portal invitation to the email provided as soon as possible. Thank you!