To log in to the Client Portal:

• Go to www.leathermaninctx.com

• Click "Client Portal Login".

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• 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.

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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.

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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.

 

 

 

 

   

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**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)

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E-Sign your documents:

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

DO NOT REQUEST A PIN

 

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)

 

 

 

 

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