Organized tax documents, calculator and emerald folder on a bright office desk

VIRTUAL MONEY TAX SERVICES

My Tax Portal

Your return. A clearer picture.

Follow your case, share documents privately, and stay connected to your preparer.

Private access. Office-verified accounts.

Choose your secure sign-in

Each workspace is separate and protected. Your sign-in page never grants access by itself — verified account roles decide what opens.

Client Portal

Follow your tax case, share documents privately, see estimates and message your preparer.

Client Login

Tax Preparer Workspace

For invited, verified team members: assigned cases, training academy, quality control and office tools. No public sign-up.

Tax Preparer Office Login

Office Administration

Approved administrators only: invitations, assignments, compensation review, training and office communications.

Office Administrator Login

Your tax picture, in one place.

Help & resources

Case stage

Sample only

— — —

Estimated net

Sample only

— — —

Documents

Sample only

— — —

Illustrative cards only, not client records. Estimates are not guaranteed. This portal does not sync with the IRS.

Back to virtualmoneytax.com ↗