Financial Ace 1040 LLC

Client Portal

Your tax return workspace.

Track return progress, view requested documents, upload files, and keep communication with Financial Ace organized in one place.

Upload DocumentsContact Financial Ace
Requested3items still needed
Uploaded2files received
Next StepUploadW-2, 1099, and ID
Preview modeThis portal UI is ready for review. Supabase authentication and private document storage still need to be connected before clients upload tax files.

Client Access

Sign in to your portal.

New Client Intake

Not connected. This form is ready for the real authentication connection.

Return Status

Progress tracker

  1. 1Intake
  2. 2Documents Requested
  3. 3In Review
  4. 4Signature
  5. 5Filed

Document Checklist

Requested documents

W-2

Upload W-2 forms from each employer.

Needed
1099 Forms

Upload 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, or other 1099s.

Needed
Photo ID

Upload a current driver's license or state ID.

Needed
Prior Return

Upload last year's tax return if available.

Optional

Uploaded Files

Document activity

FileTypeStatusUploaded
w2-example.pdfW-2AI ReviewedToday
drivers-license-front.jpgPhoto IDUploadedToday