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Frequently Asked Questions

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01

Logging Into the client portal for the first time

VW Accounting Service sent you an invite via email to the Client Portal. Upon receiving this email, you will be able to log into the Client Portal. After creating your account, you can log into the Client Portal at any time by navigating to the Client Portal URL in the email. 

For assistance, click view help below.

02

Using the Client Portal and Mobile App

VW Accounting Service sent you an invite via email to the Client Portal. Upon receiving this email, you will be able to log into the Client Portal. After creating your account, you can log into the Client Portal at any time by navigating to the Client Portal URL in the email. 

For assistance, click view help below.

03

Complete a Client Organizer

Once you have successfully created your portal account and logged it, complete the questions in the client organizer. 

For assistance, click view help below.

04

general help for
client portal

If you have any questions regarding using the client portal, please click on view help below for instructions with screenshots how to navigate each section.

05

where can i find an individual taxpayer's checklist?

CLICK THE DOWNLOAD BUTTON BELOW

06

where can I find a business owner's tax checklist?

CLICK THE DOWNLOAD BUTTON BELOW