How to Sign Up for your Client Portal Account

Our new Client Portal Accounts are easy to use and provide streamlined access to your tax documents and any outstanding requests. The sign-up process is easy. With just your email and a 6-digit pin you select, you will have safe, secure access to your portal.

Get Started

To get started, click THIS LINK, then click “Sign Up” to create an account.

Note: you must be on a desktop computer. If you receive an error message about the portal being “desktop only”, please increase the width of your screen until the message disappears.

1. Enter your name and email, (and optional phone number) as indicated.
2. Click “Verify your email”. You will be sent a one-time use verification code to your email.
3. Copy and paste the verification code from your email, then click “Confirm”.
4. You will be asked to create a 6-digit pin. This pin will be used each time you log in to your account. Enter the pin, then click “Create Account”.
5. You have now created your client portal account.

To log in to your portal going forward, visit www.dsbrockisland.ssportal.com, enter your email ID and your 6-digit pin. A new one-time use verification code will be sent to your email each time you log in. Simply copy and paste that code into the login screen to securely access your portal.

Bonus Feature

To add another email ID to your portal, after logging in to your portal, click on “security settings” in the left hand menu. Under the merge emails heading, add another email ID.

View Our Step-by-step Tutorial