ClientHub

One secure destination for your case.

ClientHub is the only place Legacy clients should send confidential documents. Every message, notice, transcript, and engagement document lives inside a secure, auditable environment.

Secure Access

Existing Clients

Sign in with the credentials your case manager provided. If you need a new invitation, contact your case manager or call 800-829-7483.

Open ClientHub →
Link opens the current Legacy client portal.
What lives here
  • Secure messages
  • Document exchange
  • Tax notice uploads
  • Transcript and authorization status
  • Compliance requirements
  • Case milestones
  • Appointments
  • Payments and financing
  • Engagement documents
  • Resolution documents
  • Ongoing action items
Final Step

You Need More Than a Promise. You Need a Plan of Action.

Start with a disciplined review of your tax account. We will explain what you're facing, what options realistically apply, and what a defensible strategy looks like.