Suralink:
Johnson O’Connor utilizes Suralink, a cloud-based request list management tool, to access and share documents with our attest clients. Click the button below to access and log into the Suralink portal.
Axcess Portal:
Johnson O’Connor utilizes Axcess Portal, a cloud-based portal, to access and share documents with our clients. This portal is used for more general communications, outside of the specific request lists sent via Suralink for certain business clients and Client Collaboration sent to our clients via an email at the beginning of our tax season for use in preparation of individual tax returns.
Click the button below to access and log into the Axcess Portal.
Client Collaboration Hub:
Starting with the 2023 individual tax returns, Johnson O’Connor will be inviting its clients to gather and share their personal tax information using Client Collaboration. Our individual clients will receive an email inviting them to register their account, and then will receive access to a client specific list of items needed along with some questions regarding their 2023 tax year.
Use the links below to make estimated payments, and access frequently used resources:
MassTaxConnect & Massachusetts Resources:
- Creating Online Accounts – IRS and MA
- How to Search the Corporations Database on the Massachusetts Secretary of State Website
- Summary of Electronic Payment Options – IRS and Massachusetts
- How to File an Annual Report with the Massachusetts Secretary of State
- MA – Balance Due Payment – Individual Tax Returns
- MA – Estimated Payment – Individual
- MA – Bill Payment (Notice Letters) – Individual (Only with Letter ID)
- MA – Balance Due Payment – Trusts (Only with Letter ID)
- MA – Bill Payment (Notice Letters) – Trusts
IRS Resources:
- Creating Online Accounts – IRS and MA
- Summary of Electronic Payment Options – IRS and Massachusetts
- IRS – Balance Due Payment – Individual Tax Returns
- IRS – Estimated Payment – Individual Tax Return
- IRS – Responses to Notices – Individual
- IRS – EFTPS Enrollment – Trusts
Please reach out to a member of your client service team for any questions.
