Your Secure Space for Updates, Documents, and Clarity
This portal is where you’ll find everything related to your tax prep, financial docs, and ongoing communication. It’s simple, secure, and built to keep you in control.
The Possibilities
What You’ll Unlock Inside Your Client Portal
Once you're onboarded with The Only Consultant, your Soraban portal becomes your go-to space for staying organized, informed, and in control. Here’s what you’ll find:
Secure Document Requests & Uploads
Easily send and receive files—no clutter, no confusion.
Real-Time Updates & Notes
Stay in the loop with clear, judgment-free updates on your progress.Billing & Engagement Letters
Review and sign key documents without chasing email threads.Tax Organizer & Year-to-Date Summaries
Answer questions, track milestones, and see where you stand—at a glance.Payment Instructions & Status Tracking
Know what’s due, what’s done, and what’s next.Message History & Support Threads
Everything’s logged, so you never have to dig through your inbox.
Tips for First Time Users
Logging into your Client Portal for the first time? Here’s how to make it smooth and stress-free.
Use the email you signed up with
That’s your login key—no need to create a new account or guess credentials.
Check your inbox for a welcome email
It includes your secure link and any setup instructions. If you don’t see it, check spam or reach out.Set a password you’ll remember
Choose something secure but familiar. You’ll use this to log in moving forward.Bookmark the login page
This is your go-to space for uploads, updates, and communication—keep it handy.Log in from a desktop or laptop for your first visit
It’s easier to navigate and upload documents. Mobile works too, but desktop gives you the full view.