A Special Message from the CEO on COVID-19

PBMares Client Portal*

As a client of PBMares, you can send and receive files securely and efficiently through the PBMares Client Portal.

PBMares Client Portal Login

*You must be registered to use the PBMares Client Portal. If using Internet Explorer, version 10 or higher must be used for access. Please contact your PBMares representative if you need access or require assistance. Click here to view instructions for the PBMares Client Portal.

E-File Form 8879 Submissions

If you are interested in returning your Form 8879 electronically, please follow the instructions detailed below. Once you click on an office link, a new application will open allowing you to upload your form.

Instructions

  1. Click on an office link below to securely upload signed E-File Form 8879 to PBMares.
  2. Enter your email address when prompted and click PROCEED.
  3. On the next screen, click BROWSE to browse your computer to select the file(s) to upload and click OPEN.
  4. Optional: Type a description in the Notes section if you wish.
  5. Click UPLOAD AND SUBMIT under Notes and wait for the “Thank You. File was submitted successfully.” window before closing the window.
  6. You will receive an email confirmation upon successful completion.

Office Links

Tax Document Submissions (if not registered for PBMares Client Portal)

Please follow the instructions detailed below. Once you click on an office link, a new application will open allowing you to upload your documents.

Instructions

  1. Click an office link below to securely upload your tax documents to be used in preparation of your tax return.
  2. Enter your email address, first name, last name and company (when applicable) then click Continue.
  3. Drag files from your computer to the “Drag Files Here” section or click on “Browse for files”.
  4. Once all files are listed, click the Upload button.

Office Links