Taya Pro Consulting · Client portal
Your file, in one place
Every client gets a private portal page. Enter the access code your consultant sent you — no sign-in needed — and you land on your own intake, plans, scorecards, documents and follow-up timeline.
Open your file
Lost the code? Ask your consultant to republish your portal link, or contact the practice.
New here · Your intake
Enter your own numbers
Fill this in yourself and the bench works from your figures, priced on the 2026 federal brackets and contribution limits. Nothing leaves your browser until you start a consultation.
What you will see
Your intake on file
The income, assets, debts and goals your consultant recorded — exactly the numbers every plan is built on.
Every plan filed for you
Each specialist's written recommendations, dated, in the order they were filed.
Plan scorecards
Risk, cost, tax impact and how closely each plan tracks your own stated goals.
Follow-up timeline
Your next actions with progress markers, so you always know what is due and what is done.
Sessions and documents
Sessions held and booked, plus the returns, pay stubs and statements on file behind the advice.
Prefer a signed-in portal?
Track goals, message your team, upload files
The signed-in portal adds messaging, document uploads and email alerts when a plan is filed or a follow-up step comes due.