Return copies
Download signed copies of your filed returns and year-end summaries whenever you need them.
Knoxville, Tennessee · Mon–Sat 10a–7p, by appointment · 865.359.0228
Client Portal →
— CLIENT PORTAL
Everything for your engagement, in one secure place.
The HB client portal is where existing clients access return copies, documents, and secure messages. It is hosted on a separate, encrypted platform — we never store tax documents or sensitive files inside this website.
— WHAT'S INSIDE
What you can do once you're in.
Secure messages
Ask questions and get answers about your engagement without relying on email for sensitive details.
Documents & intake
See what we've requested, upload what we need, and track what's already on file for your engagement.
Appointment & payment records
Review past appointments, invoices, and payment history tied to your account.
— SECURITY
Your data stays protected.
The portal runs on its own secure, encrypted platform. We do not collect Social Security numbers, tax documents, bank account numbers, or refund amounts through this website. Anything sensitive goes through the portal or a verified intake form only.
— NEED HELP SIGNING IN
Locked out or never logged in before?
If you are an existing client and need portal access, call the office at 865.359.0228 or book a quick conversation and we'll send you a secure invitation. Do not email sensitive documents or login credentials.
— KNOXVILLE, TENNESSEE
Portal help from our Knoxville office.
If you need portal access or have a question about your engagement, our Fountain City office in Knoxville can help by phone or in person by appointment.
Office
2815B Rennoc Road, Fountain City, Knoxville, TN 37918Get directions →Areas served: Fountain City · Halls · Powell · North Knoxville · West Knoxville · Farragut · Karns · Corryton · Maryville · Oak Ridge · Sevierville · Knox County
— NOT A CLIENT YET
Let's talk about what you need.
Book a conversation and we'll walk you through the right service and how the portal fits in.