Existing clients
Secure Client Portal
Your secure workspace with Lynx Tax Advisors.
Log In to Your PortalUse the email address associated with your LTA account.
Use your portal to
- Upload and access tax documents.
- Send secure messages to our team.
- Review requests and sign documents.
- View invoices and engagement updates.
Need help signing in?
Check your portal invitation and confirm you are using the email address on your account.
Missing an invitation or still unable to access your account? Call 805-380-6010 for help.
Please use the portal for sensitive documents and personal information, rather than regular email.
Updated September 2026
