Sending tax documents by email exposes your Social Security number, bank accounts, and business records to real security risks. The B&H Secure Client Portal uses encrypted file transfer so your sensitive data stays protected — and our integrated Process Flow means you always know exactly where your filing stands.
Standard email is unencrypted. Every attachment containing your Social Security number, bank statements, or business records is transmitted in a format that can be intercepted. That's not a theoretical risk — it's how identity theft happens.
The whole process takes under 10 minutes once your account is set up. Most ongoing clients spend less than 20 minutes a month total.
Click the "Access Client Portal" button on this page or use the personalized secure link sent to your email when you onboarded. If you've misplaced it, call 408-256-0339 or email us and Bill or Hannah will resend it immediately.
Log in with your unique credentials. New clients receive a secure access invitation directly from Bill or Hannah — not a generic automated system. Your login is tied only to your private client folder. No one else can view or access your documents.
Drag and drop your files directly into your private folder — PDFs, spreadsheets, images, W-2s, 1099s, bank statements, payroll records, or receipts. All uploads are encrypted in transit and at rest. Bill and Hannah are notified the moment your documents arrive.
Use the integrated Process Flow to see real-time task tracking. Each task shows its named owner (Bill or Hannah), current status, and deadline. You know what's done, what's in progress, and what's coming up — so nothing slips and you're never left wondering where your filing stands.
Most accountants accept a pile of documents and you hear back months later. The B&H portal works differently — it's an active workflow system with accountability built in.
Every task in the portal has a named owner — Bill or Hannah. You always know who is responsible for what, and so do we. Nothing falls through the cracks because "someone was supposed to handle it."
Tasks move through defined stages: received, in progress, needs your input, completed. You can log in at any time and see exactly where your work stands — no need to call and ask for a status update.
Every task carries a deadline tied to actual filing requirements — quarterly payments, annual returns, CDTFA filings. Nothing is ever "due soon" as a surprise. You see upcoming deadlines before they arrive.
Need to ask a question or provide context for a document? Message Bill or Hannah directly through the portal — no email attachments, no sensitive information floating in an inbox. The conversation stays attached to the relevant task.
Every document you've ever uploaded is organized and searchable in your portal — prior-year returns, historical bank statements, prior filings. When next year rolls around, your baseline is already there.
New clients receive their secure portal invitation within 24 hours of their first consultation. Most are fully onboarded and uploading documents within a week. No paperwork, no fax, no drop-off required.
Your portal is ready. Use the button below — you'll need the credentials you set when your account was created.
🔒 Access Client PortalLost your credentials? Call 408-256-0339 or email bnh@bnhtaxservice.com and we'll get you back in right away.
New client? Call or email to get started — you'll have portal access within 24 hours of your consultation.
B&H uses a Secure Client Portal — not email. Log in using the link provided when you onboard, upload your documents into your private encrypted folder, and we receive them instantly. Call 408-256-0339 if you need your link resent.
Standard email is unencrypted. Tax documents contain Social Security numbers, bank account details, and business financials — exactly what identity thieves target. The Secure Client Portal uses bank-grade encryption for all transfers and storage. Your information is never exposed in transit.
Yes. The portal includes an integrated Process Flow with real-time task tracking. Each task has a named owner (Bill or Hannah), a current status, and a deadline. You can log in at any time to see what's done, what's in progress, and what's coming up — so you're never left wondering where your filing stands.
Any standard file type: PDFs, spreadsheets (Excel, CSV), images (JPG, PNG), and scanned documents. Common uploads include W-2s, 1099s, bank statements, payroll reports, receipts, prior-year returns, and business records. Standard tax documents have no effective file size limit.
When you become a new B&H client, Bill or Hannah sends you a personalized secure access invitation — typically within 24 hours of your initial consultation. You set your own password and connect directly to your private client folder. No sensitive information is exchanged by email during setup.