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Client Navigation Guide

Learn how to use CPS Accounting & Tax's services and navigate our platform

Getting Started
Learn how to access your client portal and set up your account
  1. 1.Click 'Client Portal' in the sidebar or footer
  2. 2.Log in with your credentials
  3. 3.Complete your profile information
  4. 4.Upload required documents
Schedule a Consultation
Book a free consultation with one of our tax professionals
  1. 1.Click 'Schedule Consultation' button
  2. 2.Select your preferred date and time
  3. 3.Choose consultation type (in-person, phone, or virtual)
  4. 4.Confirm your appointment
Make a Payment
Pay your invoice or make a custom payment
  1. 1.Click 'Payments' in the sidebar
  2. 2.Select 'Make Payment', 'Custom Payment', or 'Invoice/Bill'
  3. 3.Enter payment details and amount
  4. 4.Complete the secure payment process
Get Help & Support
Find answers to common questions and contact support
  1. 1.Visit the FAQ section in Resources
  2. 2.Browse tax resources and guides
  3. 3.Contact us via phone or email
  4. 4.Schedule a consultation with an advisor

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Still have questions? Our team is here to help!

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