Welcome

We’re excited to let you know that we have transitioned to a new and improved Firm360 Client Portal. This portal is designed to make working with us easier, faster, and more secure.

Below is a simple explanation of how the new portal works and what you can expect.

The Firm360 portal is your secure online hub where you can:

• View and upload documents
• Complete requests from our team
• Send us messages

Everything is in one place, available anytime you need it.

1. Click this link to access the portal:

            New Firm 360 Portal - Link – 

        2. Enter your email address and last 4 digits of your social security number.  

        3. A code will be sent to your mobile number to authenticate your login.

        4. Once logged in, you’ll be taken directly to your personal dashboard.

That’s it — no complicated setup required.

When you log in, you’ll land on your dashboard, which shows:

• Any tasks or requests we need from you
• Documents that are ready for review
• Messages from our team

Think of it as a checklist that keeps everything organized and easy to follow.

• You can upload documents directly to the portal instead of emailing them.
• You can download documents we’ve shared with you anytime.
• All documents are stored securely and in one place, so nothing gets lost.

• You can send us messages directly inside the portal.
• We may send you notifications when:
  
  • A document is ready
  • We need information from you
  • A task has been completed
• You’ll also receive email alerts when something needs your attention.

The Firm360 portal uses secure, encrypted technology to protect your information. It’s safer than email and allows us to keep your data organized and confidential.

You can access the portal from:

• A computer
• A tablet
• A smartphone

If you ever have questions or trouble logging in, just reach out to us — we’re happy to help.

We’re confident this new portal will make working together smoother and more convenient, and we look forward to continuing to serve you.

Best regards,
Miller CPA Group

 

Please note: The old portal is retired and no longer updated or able to be accessed.

If you have any questions during this transition, feel free to contact us for assistance.