First Time Logging into the Client Portal

Hi, and welcome to this video tutorial on how to log into Taxrise's Client Portal. 

Your first time Logging into the Taxrise Client Portal is a big step in your journey through the tax resolution process. 

There are many features in the Client Portal that will allow you to navigate the Taxrise client journey. For example, It will allow you to stay in communication with your Settlement Officer and Case Manager by scheduling an appointment to talk about your case, you can make a payment from the Client Portal; additionally, you will be able to upload your necessary documents directly in the Client Portal.

Logging into Client Portal:

1. Navigate to client.taxrise.com/sign-up

2. Enter your Case ID, Email, Create a Password, Confirm your Password. 

   1. Take note here of the tooltip that explains the password requirements. 

3. Agree to the Terms of use and Privacy Policy

4. Click Sign Up. 

Click Here to watch the video tutorial