Existing Users: After uploading all of your tax documents, please email portal@sbi-tax.com letting us know so we can being working on your tax return.
New Users: The client portal allows for you to share documents and information with us securely. We are able to upload your tax return to this portal as well. If interested, please email portal@sbi-tax.com requesting access. Include your full name, address, and preferred email. You will have 7 days to register after receiving the registration email.
Secure Client Portal Site: https://sbitax.cchifirm.us/clientportal/