Client portal

Check your document status.

Enter the 6-digit status code or the 10-character reference from your confirmation email. You'll see every file we have on record and exactly where your paperwork sits in our process.

Your confirmation email lists a 6‑digit status code (like 482913) and, on secure-upload receipts, a 10‑character reference (like 5CE1A53874). Either one works — you can also paste the upload link from that email.

How your file moves through the office

  1. 01

    Uploaded

    Your files land in the firm's encrypted vault the moment the upload finishes.

  2. 02

    Received & logged

    We match them to your name and email, and your preparer is notified automatically.

  3. 03

    Preparer review

    A preparer opens every file by the next business day and flags anything missing.

  4. 04

    In preparation

    Your return or filing is built from the documents on file.

  5. 05

    Ready for signature

    We contact you to review, sign and file — by email, text or at your appointment.

Can't find your code?

Search your inbox for “Southeast Tax Services” — the status code appears in every booking confirmation and upload receipt. If you've never sent us anything yet, start a secure upload and we'll issue your code right away.

Send documents securelyCall 678-883-5100