The HJA Client Portal

We strive to make our services as convenient as possible. In addition to allowing our firm to share documents with our clients in a paperless manner, the HJA Client Portal also grants clients the ability to securely send documents to us via an easy upload tool.

Sign In

NOTE: iPad and iPhone users must log in via the NetClient CS application (by Thomson Reuters) from the Apple App Store.

CLICK HERE to log in to our web portal.

Support

We encourage all portal users to familiarize themselves with the HJA Client Portal Manual (PDF file, 7 pages, 240 KB).

Please feel free to also take a look at the frequently asked questions below, and if you find you need further assistance, email info@hjacpa.com or call us at (515) 245-3737.


How do I set up a Portal account?

If you would like to begin using the HJA Client Portal, contact our administrative staff at (515) 245-3737. They will verify your identity and then request that you send an email to info@hjacpa.com with a brief written request to use the portal.

What are the benefits of using the portal?

The HJA Client Portal is fast, safe, environmentally friendly, and makes it unnecessary for you to wait for your return to arrive in the mail. It is a secure two-way street that allows our firm to share sensitive information with you and vice versa.

Why are there no documents in my portal?

There may be no documents in your ClientFlow folder if we have not yet completed a return for you since your portal account was registered. If you would like prior year returns published to the portal, please contact us.