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At MGA, our commitment to making the complex simple is at the heart of everything we do. Whether it's through the innovative technology we implement, the personalized services we provide, or the continual feedback we seek from you, our goal is always to enhance your experience. Today, we're thrilled to introduce our latest enhancement: a brand-new client portal designed with your needs in mind.
In this blog post, we'll walk you through a short tutorial of the new portal, ensuring you have all the necessary tools and information to make the most of it. For those who prefer a visual guide, we've also created a short video tutorial to help you get started quickly and confidently, which you can watch below (it's under four minutes!).
Navigating MGA's New Client Portal
You will browse to app.mgallp.com to access the portal. We recommend bookmarking this link on your browser for easy access. Alternatively, we always have a link to the client portal on our website, which you can see on the top right of this page.
STEP 1: ACCOUNT ACTIVATION
You will receive an email from Miller Grossbard Advisors, LLP (under the email address noreply@withsoraban.com) with the subject line "Sign in link."
The email will ask you to click an attached link to access your portal.
Once you click this link, you will see a pop-up asking, "How do you want to sign in next time?" Here, you can choose to set up your portal with a password, text passcode, or email passcode.
STEP 2: NAVIGATING THE NEW CLIENT PORTAL
Once logged into your account, you will start by selecting which client you'd like to access. If you only have access to one portal, then you will be taken directly into that portal. If you have access to multiple portals, you can choose the client you'd like to access by clicking one of the two locations highlighted below.
⚠️It's important to note that if you have access to multiple portals, each entity will have its own dashboard, questionnaire, inbox, and documents.⚠️
You can navigate to each section by clicking the appropriate sections highlighted below. If you have a questionnaire to complete, it will always be accessible on your dashboard, as shown below. If you have a question, use the "Send a Message" button, which will take you to the "Messages" section to communicate with us further. To switch entities, click the drop-down arrows beside "Current Entity" or "Selected Entity."
STEP 3: UPLOADING REQUESTED DOCUMENTS TO MGA
All the documents we request to prepare your tax return will be listed on your questionnaire, which can always be found and accessed on your dashboard, as shown above.
When a questionnaire is first created for you to complete, you will be notified by email. The email will come from Miller Grossbard Advisors, LLP (under the email address noreply@withsoraban.com) with a subject line similar to "Please complete 2023 1065 Document Request List for Sample LLC Account." There will be a link to "Open Questionnaire," which will take you directly to the appropriate place.
Once inside a questionnaire, whether you accessed it through your dashboard or email link, you will see a page similar to the screenshot below. Here, you can navigate through the items requested, upload documents, mark items as not applicable, or add notes as needed. You can preview the documents you uploaded via the eye icon or delete them via the trash icon, as highlighted below.
After navigating through each item on the questionnaire, you will come to a "Review & Submit" section. Check the "I Agree" box; then you can submit your answers.
⚠️If you still have incomplete sections, the system will not let you submit your questionnaire, and your page will look like the screenshot below. Don't worry! We will still receive the documents you uploaded in real-time, so even if you don't have everything at once and have incomplete sections to work on later, getting documents uploaded as they come in helps us streamline the process.⚠️
STEP 4: WHERE MGA WILL UPLOAD YOUR TAX RETURNS
When your tax return has been uploaded to your portal, you will receive an email notification from our Operations Team with a subject line similar to "Tax Return(s): Sample Trust Account." The email will provide a link to your portal, where you can access and download your tax return.
Once logged into your portal, navigate to the appropriate entity. If you have multiple entities, click the drop-down arrows beside "Current Entity" or "Selected Entity" and choose the one listed in the subject of the email you received.
From there, click into the Documents section. You will see a screen similar to the screenshot below.
From there, click on the appropriate year's folder, then click on the "From MGA" folder. Here, you will see a copy of your tax return and Form 8879, which needs to be signed and returned to us. To download these documents, click on the three dots underneath the "Actions" section and choose the download option.
Have Questions? Please Ask!
We are honest enough with ourselves to understand that change can introduce anxiety. We worked hard to find a solution that offers an intuitive look and feel, but questions might arise. We have an incredible team here who is happy to help you with any questions that may come up. Please don’t hesitate to reach out to us with any questions, via email or phone.
As always, we are here to make the complex simple.
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