Set Up Your TMA Client Portal

Your new portal is a secure place to send documents to TMA and receive documents from us.

Setup takes about one minute. Watch the short video or follow the steps below.

Activate Your Portal

Open your invitation email.
Find the invitation email from TMA and click Activate. Don’t see it? Check your spam or junk folder.
Create your password.
Enter your new password twice. Then click Activate Your Portal.
You only need to do this once.
Log in.
Enter your email address and the password you just created. Tip: Bookmark the login page so you can easily return to it.
Open your documents.
Open the menu and select Documents. Then choose your account.

Sending documents/files to TMA?	File Exchange
Receiving documents/files from TMA?	Returns and Financial Statements

Need help?

Reply to your invitation email or call us at (317) 571-8080. We're happy to help.