Document Portal
What is my username?
Your Username is your email address.
I forgot my password...
No problem! Click here to reset.
I am a new client...what is my password?
First, set your password by selecting ‘Forgot Password’ here. If that doesn’t work, please email Laura at laura@krozelcpa.com.
Individual Taxes - Getting Started
Click button if filing household taxes as Single, Married, Head of Household, etc.
Business Taxes - Getting Started
Click button if you are filing for a Corporation, S Corporation, Partnership, etc.
KPlan
What is KPlan?
KPlan is our interactive financial planning dashboard.
NetXInvestor
NetXInvestor Login:
Access your investment accounts.
Please copy/paste this URL to your browser to access NetXInvestor: https://www.netxinvestor.com/nxi/login
Esigning Your Tax Return