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Our client portal is a safe, secure, convenient way of communicating with Leatherman.  Please read through these instructions and explore all the menu options.  If you have questions or issues, please contact our office and our staff will be happy to assist you.

Client Portal instructions For Business and Individual taxpayers

To log in to the Client Portal:

  • If it is the first-time logging into the Portal, click Need a Password,

       otherwise continue with your login.

       *Do not use any part of your name

       *Use at least 1 Capital Letter

       *Use at least 1 number

       *Use at least 1 special character


  • If you are BUSINESS, you will use your EIN#.  If you are an INDIVIDUAL TAXPAYER, enter the Primary Taxpayer’s Social Security number using NO DASHES or SPACES.

  • Enter your password.

Once logged in, on the upper left you will see 3 bars next to our logo. To view the Portal menu, click on the 3 bars.

This is the Menu options: (If you have a document waiting for signature, you will see the number of documents pending e-signing.  To e-sign, see instructions on last page.










**NOTE – Documents are not available when there is an unpaid invoice.

To see the outcome of your tax return, there is a re-cap on the Form 8879 (signature document)


E-Sign your documents:

(INDIVIDUALS, use the last 5-digits of your SS# and for BUSINESSES, use the last 5-digits of the EIN#)



1. Click on (E-Sign Required) from the main menu or click on the “E-sign” number when first logged in.

2. In the “Signature” column, click on the link “Client E-Sign Required".

3. For an INDIVIDUAL TAXPAYER, enter the following: (If married filing jointly, THE PRIMARY TAXPAYER (most generally the husband, will sign first then the SPOUSE)

     *Your legal name as it is on your Driver’s License BUT only your middle Initial, not

      the full name (for example, John R Doe, not John Robert Doe)

     *Social Security # without dashes or spaces

     *Date of Birth using dashes NOT SLASHES (for example 07-11-1983)

     *Zip Code

     *PIN for Client (Last 5 digits of SS#).

     *Check the certify and acknowledge statement

4. Once done filling out the information, click on the E-sign Client button. (Be sure to only click once, it may take a moment for the system to complete)






If you need assistance, please call 817-232-1525, press Option 3 then Option 1.


If you are a Business and Individual client of Leatherman, the accounts will be linked. 
You may sign into your individual or Business profile to access one or the other.  Once you are signed in, in the right upper corner of the Main Menu, you will see either your business name or your name.
Click on the drop-down arrow to select the preferred profile you are wanting to view.

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