CLIENT PORTAL LOGIN
IMPORTANT: If you are keying information in your web organizer, turn "cookies" ON to ensure your work is saved.
Click here to enter your client
Please email firstname.lastname@example.org to
request a client portal.
You will receive an email notifying you that
your portal has been created and providing instructions on
how to register your account.
After you have registered your account, you can
access the portal through www.specpa.com using your login
Click on your name
To update your email address
To reset your password
To reset your password, enter the new password
then confirm the new password. Your password must
contain at least seven characters, including at least
one alpha character (upper or lower case) and at least
one numeric character. Security question(s) may be set
up in case you forget your password. Click
“OK” or “Enter” to save
Use File Exchange
To post a document to share
On the left click on File Exchange
In the center click on a folder
Now you will see an option to upload. Click there
Drag all files that you want to upload to the center box
When your document(s) is uploaded, SPE
staff will receive a notification that it has arrived.
They will then be able to view, print or save your
To receive a document(s) from SPE
When SPE publishes a document(s) to your
portal, you will receive a notification via
You should review documents published to your
portal by SPE. Download documents you wish to save onto
your system as soon as possible.
Documents that you upload into the portal are saved
into our files as necessary and subsequently removed from
Documents that are published to your portal
by SPE are unpublished periodically as part of our
For your convenience, tax returns that are
published to the portal may remain on the portal until the
following year’s tax return is prepared.
Help is available for each screen. Help can be found to the right of your name.
Whether uploading documents to SPE or
reviewing documents from SPE, always “Sign Out”
of your session.
Documents are encrypted providing a secure
environment for exchanging documents. Most ISP’s
download speeds are faster than upload speeds. If you are
uploading a document, it may take longer.
- The speed in which files transmit is dependent upon
the size of the document, the resolution of the document
and your Internet speed.
** If you requested a web organizer you should see an orange "Tax Organizer" link below Documents**