Secure & Convenient Document Management
Securely Upload & Manage Your Documents
Simple Steps to Get Started
Our client portal provides a secure and convenient way to share financial documents with our team. Follow these steps to upload your files:
- soelbergcpa.cchifirm.us/clientportal/
- Log in to the Client Portal – Click the link below to access your account.
- Go to the "My Details" Tab – Navigate to the section where your files are organized.
- Upload Your Documents – Click the Upload (+) button in the upper right-hand corner.
- Follow On-Screen Instructions – A prompt will guide you through selecting and uploading your files.
If you need assistance with login credentials or file uploads, please contact our team at frontdesk@soelbergcpa.com
Access the Client Portal Here Need Help? Here Are Common Questions
Client Portal FAQs
The portal allows you to securely upload tax and financial documents, sign forms electronically, and communicate with our team.
Click on the Forgot Password? link on the login page. Follow the instructions in the email you receive to reset your password.
Yes, we accept in-person document drop-offs at our Yakima office, but we encourage using the portal for faster processing.
Work with Trusted CPAs in Yakima
Whether you need expert tax preparation, financial planning, or bookkeeping support, our team is here to help. Get personalized guidance from experienced CPAs who prioritize your financial success.