BlueRidge Client Portal

BlueRidge Client Portal gives BlueRidge Advisory clients a secure way to complete tax and accounting work from iPhone or iPad. Use the app to: - Start or update your client profile and household details. - Upload requested tax documents from your device. - Follow the status of current work in one guided workspace. - Review PDFs and complete requested electronic signatures, including taxpayer and spouse steps when applicable. - Choose a payment route for real-world tax, accounting, and advisory services. - Return to completed documents made available in your secure client vault. - Manage email and text-message preferences for transactional account and service notices. The app uses guarded navigation and secure handoffs to keep client work inside the intended BlueRidge experience. A BlueRidge client account is required for live client records. Service availability and document access depend on your engagement with BlueRidgeAdvisoryPLLC.