Accessing & Navigating the Client Portal

Learn how to securely log in to your Fair & Co CPAs client portal to manage tax documents and complete pending tasks. This guide provides a walkthrough of navigating your dashboard, uploading files, and communicating with your accounting team.

Samantha Robinson
18 steps
2 minutes

Fairandcompany

Portal Authentication

Navigate to the [Fair & Company Website](https://fairandcompany.com/)\ \ Click "Client Portal" to open the login page

Enter your email address and click "Sign in"

Enter the six-digit verification code sent to your email

Click "Verify code" to complete sign-in

Tip! Trouble signing in? Take a look at our Portal [FAQs ](https://fairandcompany.com/faqs/)or call our office for help!

Reviewing Tasks and Messages

Navigate to "My Tasks" in the sidebar The "My Tasks" Section will show you **all** outstanding tasks for all of your entities if you have more than an individual return.

Click "View" to open task details & complete open tasks

Navigate to "Messages" in the sidebar

Select conversations, chat back to unread messages or notifications, ask questions, etc.

Document Management

Tip! On the left hand menu, click on the entity name to expand the options. See the image below.

Navigate to "Documents" in the sidebar

Folders that are shaded have document files in them

Click on the folders to open up subfolders or get to your document files

Select any documents you'd like to download & download using the "Bulk Action" menu\ Click add in the upper right corner to upload documents to a folder.

Entity and Account Settings

Navigate to "Entity Details" in the sidebar & update entity information if needed.

Any related entities under the "Entities" section on the left can be navigated to by clicking on the name.\ Each entity will have their own: 1. Dashboard 2. Documents 3. Entity Details

Return to the "My Tasks" page anytime to navigate back to the original dashboard with **all** open tasks.

Click "Send a message" to contact our team

Select "Profile Settings" from the user account menu if you would like to update: 1. Phone number 2. Email 3. Multi-Factor Authenticator 4. Contact Method

Click the Help Center icon to access support resources