CLIENT WEB PORTAL INSTRUCTIONS

1. Website: www.toledocpa.com
2. Click on “Client Tools” on the Toolbar.   Then Click on the “Padlock” under Securely Sign in to your Portal
3. LOGIN: 26361@ClientID        PASSWORD: Primary Taxpayer SSN
   • The Client ID was sent to client via email; if we have an email address in Ultra Tax.
   • Clients can change username and password, so it could be different if changed last year.
   • We can look up login, email or reset password.
   • Paper organizers sent via US mail or email are not on the web.
4. In addition to the Web Tax Organizer, we have several other Documents that require your signature.
   WE call this packet of Documents your “Action Items”- Must be Printed, Signed and Returned to us BEFORE we can complete your returns!
   Included in this packet are the following:
   • Tax Return Delivery Option (You select from the following)
     • Web Portal PDF files (Using your secure login)
     • USB Memory Drive PDF files (Password protected files)
     • Paper copies picked up from our office (Old School)
     • FedEx Paper copies to your location (Additional charges apply)
   • Services Engagement Letter (Written agreement for us to prepare your tax returns)
   • FBAR Letter (Foreign bank/investments) (Initial the applicable box in section One and the applicable box in section Two.)
   • Acknowledgement Page (Must provide USE Tax Purchases amount for State Filing AND Verify your Bank Account in the Portal)
   • Health Insurance Coverage Disclosure (Must be completed unless you have 1095 forms to show all members of your tax household)
     The Packet MUST be signed on the last page.
     Digital signature is ok for Tech savvy clients

***** IF YOU DO NOT HAVE AN ACTION ITEMS PACKET, YOU CAN OBTAIN ONE AT OUR OFFICE AT THE TIME OF YOUR TAX MEETING *****
or     YOU CAN CONTACT YOUR TAX PREPARER DIRECTLY TO HAVE THEM FAX OR EMAIL A PACKET TO YOU.

1.  Click on “Tax Organizer”
   • Follow and complete items on the left side of the page
   • Put any extra stuff client cannot find a place for on the “Notes” page or look under the “Add Forms” at bottom left
2.  Attach documents
   • Click on “Uploaded Tax Statements”
     • Upload
     • Add files
     • Browse computer for files
     • Start upload, wait to say Successful
3.  When Finished
   • Click on “Save & Close”- This options saves and can work on later (not sent to us)
4. ONLY when you are ready to send to us…
   • Click Orange button “Send to Preparer” for us to receive information and documents.
     (TRY NOT TO SEND MULTIPLE TIMES IF POSSIBLE AS WE GET THE ENTIRE BLOCK OF INFO EVERY TIME)
     • You must also send us Forms W-2, 1099s, K-1s, and any other tax documents if you did not scan and attach a copy with organizer.
     • We download this information once a day, immediate confirmation to client of receipt is not available.

We at Titus & Urbanski Inc. are committed to maintaining the privacy and security of the Personal Information of all the visitors to this web site. As a part of that commitment, Titus & Urbanski Inc is in the process of implementing our updated Global Information Privacy Policy and Information Privacy Statements to reflect the current needs of our visitors to know what information about them we collect, why we collect it, and where it goes. We encourage you to read our Global Information Privacy Policy.
This policy defines the commitment of Titus & Urbanski Inc to protect the privacy of Personal Information that is collected or used in the course of conducting Titus & Urbanski Inc business. On a global basis, Titus & Urbanski Inc will establish and maintain business procedures that are consistent with this policy.
We respect the privacy rights of individuals.
Titus & Urbanski Inc will respect the legal requirements that exist regarding the privacy of Personal Information and is committed to complying with all applicable law. Titus & Urbanski Inc will, from time to time, review its Personal Information collection, use, and disclosure practices in order to assure compliance with laws and regulations.
We give notice of all Personal Information collection.
Titus & Urbanski Inc will give notice when Personal Information is collected or when any collected information is later to be provided to third parties. All notices will explain the need for the information and describe how the information will be used. Personal Information will not be used to directly market any products or services to identifiable persons unless that possibility has been disclosed in advance and the opportunity not to participate has been given.
We explain the consequences of collecting and processing.
Titus & Urbanski Inc will state the consequences of any decision by individuals not to provide Personal Information requested by Titus & Urbanski Inc.
We get explicit consent for sensitive information/opt-in
Titus & Urbanski Inc will maintain procedures to assure that information about children or other categories of sensitive information is only collected with explicit consent and is protected against improper use, consistent with applicable law.
We process and distribute information consistent with notice.
Titus & Urbanski Inc will collect and use Personal Information consistently with the notices that have been provided. However, Titus & Urbanski Inc may decide to remove identifiable features from collected Personal Information and the resulting information may then be used for statistical, historic, scientific or other purposes, consistent with applicable law.
We provide information security
Titus & Urbanski Inc will maintain the security of Personal Information, and protect the integrity of such information, with a commercially reasonable degree of care.
We provide individuals a way to access and correct their information.
Titus & Urbanski Inc will maintain procedures consistent with applicable law for individuals to gain access to their collected Personal Information and, when appropriate, correct any information that is inaccurate or incomplete, change their individual consent level, or have their Personal Information deleted.
We provide a way to process complaints.
Titus & Urbanski Inc will publish the procedures for responding to complaints regarding potential deviations from its established procedures for protecting Personal Information.
We will disclose Personal Information when required by Law or court order.
Titus & Urbanski Inc will under certain circumstances permitted or required by law or court order, collect, use, and/or disclose Personal Information pursuant to procedures that do not require giving notice or conducting related activities (for example, in connection with law enforcement investigations).
We will align our Human Resource processes with the Titus & Urbanski Inc policy.
Titus & Urbanski Inc will align its Human Resources processes, policies, practices, and guidelines (for information that is collected or used relating to former, current, or prospective employees) to comply with this Policy.
We retain the flexibility to change this policy.
Titus & Urbanski Inc will, and reserves the right to, modify and update this policy or its related business practices at any time. Titus & Urbanski Inc will NOT apply changes to this policy retroactively to information Titus & Urbanski Inc has previously collected.
If you are concerned about our use of your Personal Information, please contact us at info@toledocpa.com, with the subject line, “privacy.”

Welcome to ToledoCPA.com. We at Titus & Urbanski Inc, are committed to maintaining the privacy and security of the Personal Information of all the visitors to this web site. As a part of that commitment, Titus & Urbanski Inc is in the process of implementing our updated Global Information Privacy Policy and Information Privacy Statements to reflect the current needs of our visitors to know what information about them we collect, why we collect it, and where it goes. We encourage you to read this Information Privacy Statement and our Global Information Privacy Policy.
At this web site, Titus & Urbanski Inc. does not actively initiate any collection of any individual information. We passively collect information that is automatically sent to us by your web browser. This information typically includes your domain name (the site after the @ in your e-mail address). It may also contain your user name (the name before the @ in your e-mail address). The amount of information sent depends on the settings you have on your web browser; please refer to your browser if you want to learn what information it sends. At this page we do not actively seek to identify any individual visitor, with the exception of investigating security breaches or cooperating with authorities pursuant to a legal matter.
Technology available today would allow us to use the information we automatically receive from your web browser to see which pages you visit within our site, which site you visited before coming to ours, and where you go after you leave. We at Titus & Urbanski Inc could then develop statistics that are helpful to understanding how this site is used by our visitors. This statistical data would be interpreted by Titus & Urbanski Inc in its continuing effort to present the web site content that visitors are seeking in a format they find most helpful.
Titus & Urbanski Inc. will not use or share, either within Titus & Urbanski Inc or with a third party, any information collected at this page for direct marketing purposes. Because of the nature of the Internet, we may transmit the information to another location, but within Titus & Urbanski Inc, for purposes other than direct marketing, such as for storage, remote location processing, or because of where our servers are located. We may also use it to investigate security breaches or cooperate with authorities pursuant to a legal matter. We may also remove all the personally identifiable information and use the rest for historical, statistical or scientific purposes.
If you e-mail us, you are voluntarily releasing information to us. Your e-mail address will be used by Titus & Urbanski Inc to respond to you. We will not use the information that can identify you, such as your e-mail address, for direct marketing purposes.
In addition, we may have collected similar information from you in the past. By entering this website you are consenting to the terms of our information privacy policy and to our continued use of previously collected information.
For your convenience, this page may contain certain hyperlinks to other Titus & Urbanski Inc pages as well as to web sites outside Titus & Urbanski Inc. While Titus & Urbanski Inc has posted an appropriate Information Privacy Statement throughout our web site, we can make no promises or guarantees regarding data collection on the hyperlinked pages and sites that are not owned by Titus & Urbanski Inc.
We therefore recommend that you read the privacy policy statement for each site you visit.
If you are concerned about our use of your Personal Information, please contact us at info@toledocpa.com, with the subject line, “privacy.”