What Happens to Your CPA Client Portal Account When You Die
Quick Facts
Documents
Tax returns & financial docs
Action
Contact CPA directly
Final return
CPA can prepare
Step-by-Step Guide
Identify the CPA or firm
Search the decedent\'s email for communications from a CPA, accountant, or tax preparation firm.
Contact the CPA with documentation
Provide the CPA with a certified death certificate and letters testamentary. Request copies of all returns and documents.
Access the client portal if possible
If a portal login exists, sign in and download all available documents, returns, and correspondence.
Discuss the final return
Ask the CPA about filing the final return for the year of death and any estate tax obligations.
Document Now Checklist
- Note the CPA or firm name and contact information
- Request copies of all prior-year returns
- Download all documents from the portal
- Confirm whether a final return is needed
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Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with CPA Client Portal. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Final Income Tax Return (Form 1040)
The final income tax return covers January 1 through the date of death. It must be filed by April 15 of the year after death. Late filing triggers penalties and interest.
Estate Income Tax (Form 1041)
Form 1041 is required if the estate generates more than $600 in gross income during any tax year while it remains open. Income includes interest, dividends, rent, and capital gains earned by estate assets after the date of death.
Estate Tax Return (Form 706)
Even if the estate is below the federal threshold, you may still need to file Form 706 to elect portability — which transfers the unused exemption to the surviving spouse. This election is critical and must be made on a timely filed Form 706.
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