Ready for the Client Hub
Go to your new Client Hub or Request Access
Using the new Client Hub
The new Client Hub combines secure messaging, document exchange, and electronic signatures into one login.
Using Client Hub for the First Time
Previous Portal Users: I sent INVITE emails in early January. If you didn't receive or can't find that email, click here to let me know.
If you are new to working digitally, you’ll need to request access.
Using Chat to Send Messages
Chat is where we exchange secure messages. To start, go to the bottom of the chat screen and type your message.
BIG TIP! By default, the Chat will send your message every time you hit ENTER. To turn that off, at the very bottom right, select the three vertical dots, and move the Submit on Enter slider to off. Note that the change won't take effect until next time you log in.
Sending Your Files or Documents
In the CHAT window, click on the paper clip (first icon on the bottom).
The Attach File window will pop up.
Click the picture icon to find the file you want to upload.
Select the file and press Open to add it. Repeat for additional files.
When you are done adding files, press Save to finish.
Downloading Your Completed Return
You will receive an email when your return is ready.
Your return is in the Chat section, along with my notes.
Click on the small eye icon on the top right of the file to view and download the return.
Save a copy of your tax return and supporting documents for your records.
Signing your Return and Paying Your Invoice
You received an email to e-Sign your tax return.
You will receive instructions in the Client Hub for making your payment online.
Ending your Session
Click the circle in the lower left with your initials (or your picture if you've set up a profile image). If you are on a small screen, expand the menu (three lines at top) to find the circle at the bottom.
Select Logout.
See Client Hub Tips below for more detailed help.
Client Hub Tips and FAQ?
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Chat is where we exchange secure messages. It's just like email, but inside our secure Client Hub. To start, go to the bottom of the chat screen and type your message. You can also attach files, documents or pictures to your message using the paperclip icon.
BIG TIP! By default, the Chat will send your message every time you hit ENTER. To turn that off (recommended), at the very bottom right, select the three vertical dots, and move the Submit on Enter slider to off. Note that the change won't take effect until next time you log in.
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To Upload a File or Document to Us:
In the CHAT window, click on the paper clip (first icon on the bottom).
A window opens called Attach File.
Click the picture icon to find the file you want to upload.
Select the file and press Open to add it. Repeat for additional documents.
When you are done adding files, press Save to finish.
Note: files can also be uploaded using the Documents section, by selecting the UPLOAD FILES button on the far right next to the search field.
Can I take a picture of my tax documents to upload?
Yes, BUT please select medium or higher resolution and double-check that the document is readable after uploading. Delete the picture from your phone after you have uploaded.
Do you know when I upload a document?
Yes, I get a notice when you upload a file or send a Chat message.
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You will receive an email when I have uploaded your completed return. Follow the link to log into the Client Hub. Your return along with my summary notes will be in the Chat window.
Click on the small eye icon on the tax return to view and download the return.
Save a copy of your tax return for your records. Also save the file called Supporting Documents.
Periodically I will delete files we no longer need. Also, the system will automatically delete any files uploaded more than two years ago.
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Frankly, my preference is to have you print, sign by hand, and send back your signature forms. The by-hand signatures are simply better than “digital scratch”, so for many of you, I will send you forms to print, sign and scan back. However, not everyone is able to print, or scan back. That is why we have the digital signature option.
How do I use Digital Signatures (e-Sign)?
After I upload your complete tax return, I will send you an e-Sign request.
Click the link in the email and follow the instructions.
You will get a text with a six-digit code to authenticate before the forms load.
Click on the signature fields to apply your digital signature.
Select PROCEED in the upper right.
Select I AGREE to the Terms of Service.
When done, you will get a "You've signed this document" message. Until you see that message, your digital signature is not complete.
Note: For joint returns, after the first spouse completes signing, the second spouse will get an email with their e-Sign request.
If you need any help, let me know.
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How do I pay my invoice if I work digital via Client Hub?
After your return has been uploaded, you will receive instructions in the Client Hub for making your payment online.
If you prefer to pay by paper check, mail payments to CAYATAX, Inc., P.O. Box 9, Onalaska, WI 54650-0009.
I received my return and invoice by mail. Can I still pay with my credit or debit card?
Yes, you can either call us at 608-784-2292, or use this link: Pay Invoice.
What methods of payments to you accept?
For credit or debit card payments, Visa, Mastercard, Discover and American Express are accepted.
You can also pay with your bank account online instead of mailing a paper check with this link: Pay Invoice.
Can you take my preparation fee from my refund?
No, sorry, we don’t use those programs.
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Contact me and we'll work it out. You can call 608-784-2292, send an e-mail to hello@cayatax.com, or use the Client Hub to send me a question.
The Client Hub is fairly new and we may find some items that are still being worked on.