The MGA Client Portal Resource Hub

At MGA, our commitment to making the complex simple is at the heart of everything we do. One of the most important ways we support a smooth, organized tax process for you is through the MGA Client Portal — a secure, centralized place where you can complete each step of your engagement with clarity and confidence.

Whether you’re logging in for the first time or returning to upload additional documents, this page serves as your go-to MGA Client Portal resource hub. We’ll continue updating it over time with the most helpful guides and short video tutorials, so you always know exactly what to do.

The MGA Client Portal: One Secure Place for Everything

Your client portal is the central platform where you can manage every step of the tax process with ease, including:

• Receiving and signing your engagement letter(s)
• Completing your taxpayer information form(s)
• Uploading documents as you receive them — even directly from your phone
• Tracking outstanding tasks and requests
• Accessing your completed tax returns once they’re ready
• Reviewing and electronically signing completed returns (coming soon!)

By keeping everything in one secure place, you can avoid scattered emails, multiple logins, and unnecessary back-and-forth, making the entire process more streamlined and convenient for you.

Step-by-Step Help, Whenever You Need It

We’ve put together short, step-by-step guides and videos to walk you through each part of the process — from accessing your portal to uploading documents directly from your phone and signing forms — so you always know exactly what to do, at your own pace.

Use the links below to jump to the help topic you need:

• How to Access the MGA Client Portal and Upload Your Tax Documents →
• How to Complete Your MGA Engagement Letter Through Your Client Portal →
• How to Complete Your Taxpayer Information Form Through Your MGA Client Portal →
• How to Upload Documents to MGA Directly from Your Phone →
• How to Review and Electronically Sign Your Completed Returns → (Coming Soon!)

Upload Your Tax Documents as You Receive Them

Uploading your tax documents as you receive them, rather than waiting until everything is collected, helps keep your return moving efficiently. Even if you don’t have every document yet, sending items as they come in allows our team to begin reviewing sooner and reduces delays later in the process.

If your return isn’t ready to be filed by the April 15 deadline, we will file an extension on your behalf. An extension gives additional time to file your return, but it’s important to know it does not extend the time to pay. So even if the return is filed later, the IRS still expects payment by April 15 based on the best estimate available, which is why receiving your tax documents early makes such a difference.

Bottom line: the sooner we have your documents, the more accurate we can be when estimating any extension payment, and the smoother the extension process will be overall.

Helpful Tips (Highly Recommended)

To make your portal experience as smooth as possible, we highly recommend:

• • 🔗 Bookmarking the portal link in your browser for quick access
  • 📱 Saving the portal to your phone’s home screen for on-the-go document uploading
  • ⬆️ Upload documents as soon as you receive them — your progress is saved automatically
  • 📝 Add notes to any requested items if something is missing, delayed, or not applicable

Need Help? Please Ask!

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.

We’re committed to making your experience as organized, secure, and efficient as possible. This portal resource hub will always remain up-to-date, so feel free to save this link and return whenever you need step-by-step support.