Client Portal

Drop off your documents online

Our online client portal is for Peoples Tax preparers and clients to store, track, and share documents. This portal saves you time from dropping off or faxing over important documents needed to complete your tax return, and saves you money from printing and gas costs. Most importantly, it provides a very secure way to share information.

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Get started today, so you can start sending us your information from right where you are!


Already Registered? Log in.

Choose your location below and Log in. Virtual Clients, please use The Forum Office Park location.


Need to Register? Let’s Get Started!

Returning Clients
  • If we have your email address, you should receive an email invitation from us with a link to register for our client portal.
  • To request access to the client portal, please complete the Client Portal Request Form below and choose your preferred tax office location (*new virtual clients should choose Forum Office Park).
  • You should receive an email invitation to register for the client portal from your preferred Peoples Tax location within 2 business days.
  • Once you have registered for our client portal, you will be able to login by clicking on your preferred location button above and entering in your email and password.
  • Once you are in the Client Portal, you can begin uploading your tax documents.
New Clients
  • To request access to the client portal, please complete the Client Portal Request Form below and choose your preferred tax office location (*virtual clients should choose Forum Office Park).
  • You should receive an email invitation to register for the client portal from your preferred Peoples Tax location within 2 business days.
  • Once you have registered for our client portal, you will be able to login by clicking on your preferred location button above and entering in your email and password
  • Once you are in the Client Portal, please complete the online drop off form. Then you may upload all of your tax documents. Please include a scan or image of your driver’s license or social security card.

Client Portal Request Form




3 Richmond Locations

West End

Corporate Office/The Forum Office Park

10120 W. Broad St., Suite C
Glen Allen, VA 23060

South of the River

Huguenot Place

1520 Huguenot Rd., Suite 111
Midlothian, VA 23113

Commonwealth Centre

4521 Commonwealth Centre Parkway
Midlothian, VA 23112

More information and Hours