Form 14446 is required to be completed and signed by the client in order to use the Customer Portal. A Sample Completed 
Make sure your security agreement also notes the steps you would take using the portal. Not supposed to be able to use unless on the Security agreement and submitted to SPEC rep.
This is also found on Taxslayer Practice Lab portal, Section 6, under User Guides
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You can contact me at maryvitataxes@gmail.com 
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17.  I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!

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