MyBooks
Your monthly or quarterly financial packages, key figures, questions from us, your tax calendar and messages with the office.
First time? Use the invitation email we sent you to set up your login.
Client login
Your Coastal Tax client portal
Sign in, send documents securely, and see where your work stands.
Secure file upload
Send tax documents, notices and payroll invoices to the office safely. Please never send them by regular email.
Uploads go straight to our office.
Coming soon: one sign-in for every client, with your documents, return progress, signatures, invoices and online payment in one place.
Portal questions
I forgot my MyBooks password.
Call the office at 781-989-1040 and we will help you back in.
Is it safe to upload my documents?
Yes. Uploads are encrypted in transit and go only to our office. Email is not, which is why we ask you not to send tax documents by email.
Can my spouse or bookkeeper have a login?
Yes. MyBooks supports more than one login per client. Ask us and we will send an invitation.