Portal Access

Please note that we have moved to a new client portal experience for the 2026 filing season. Please follow the instructions below to access the new portal.

Instructions to Access the Portal

1.            Click on the following link: Click Here to Access Portal

2.            When prompted, enter the email address you use to communicate with us.

3.            Check your email inbox for a message containing a secure access link.

4.            Passwords are no longer required. You will log in directly using the link provided.

5.            Click the link in the email to open your portal.

6.            Once inside the portal, click on “Documents” in the upper-left corner.

7.            If you are using a tablet or mobile phone, click the menu icon (three lines) in the upper-left corner to locate Documents.

8.            Click on Documents.

9.            Click on your name.

10.         Open the folder labeled “Client Uploads.”

11.         You may upload your files directly into this folder.

12.         The folder labeled From HerrickGlobal is where you will find files we share with you

13.         The folder labeled HerrickGlobal archive is where files are moved by staff as they work on your tax return.