Third-Party Access Guide for Tax Professionals

If you want to gain third-party access to a client's account, and you have an existing Portland Revenue Online (PRO) logon for yourself or your firm, we advise that you provide the same email address to all your clients to use when requesting access.

Your client initiates third-party access by logging in to their PRO account and sending you an access invitation (guidance for clients on how to grant third-party access). You will receive an email with a link to accept the access invitation and will be required to log in to your PRO account or set one up if you haven't registered.

Steps to Create a PRO Username 

1. From the Pro.Portland.gov home page, click the Create PRO Username hyperlink in the Log In box.
2. Review the instructions and click Next.
3. On the PRO Username Type page, select the appropriate Username Type that best describes you (Payroll Service Provider, Tax Professional) and click Next.
4. On the Third Party Access page, select the type of entity that matches your filing structure and click Next.
5. Complete the required Business Information fields to identify yourself or your business (based on entity selected in the previous step), then click Next. 
   Note: When filling out the address, you must click the Verify Address hyperlink to continue, which reviews your address against USPS records for accuracy. 
6. Complete the required Username, Your Name, Email, and Phone Number fields, then click Next.
7. Review your registration summary and click Submit if your information is correct. Use the Previous button to return to previous screens if you need to make changes.
8. Check your Email and open the email titled Welcome to Portland Revenue Online (PRO).
9. Finish up setting up your profile by clicking the here hyperlink (or copy and paste the activation URL provided into your browser).
10. On the Review Profile page, review or edit your profile information, then click Next. 
11. On the Security step, select and set up your preferred authentication methods.
    Note: If you set up a Password, PRO requires you to add two additional authentication methods (such as Email, Passkeys, Authentication App, or Recovery Codes) to complete setup.
12. Click Log In.

Accepting Third-Party Access

Once your client has granted third-party access, you will receive an email invitation to accept access.

1. From your email, click the 'Log in to Portland Revenue Online (PRO)' hyperlink to accept access.
   Alternatively, you can copy and paste the web address from the email into your browser.
2. On the Log In screen, you can either log into an existing PRO account or set up your new PRO username. 
   For help with creating a PRO Username, follow the "Steps to Create a PRO Username" guide.
3. Once logged in from the invitation link, you will see an Access Invitation screen. You can choose Decline or Accept the invitation. 
4. If accepting, click the Accept button.
   1. Your client will be notified via email that you have accepted their invitation. Click the OK button to bypass the modal window. 
      You will now see your client's accounts in your Select a Customer tab.
5. If declining, click the Decline Invitation hyperlink.
   1. Select the reason bubble for why you are declining the invitation.
      Some requests may be erroneous; make sure you are aware of who may be granting you third-party access.
   2. Click the OK button. 
      An email will be sent to the account holder notifying them that you have declined their invitation. 
   3. Click the Declination window's OK button to continue. 
      You will now see your main login page as normal.

Canceling Third-Party Access

1. From the Pro.Portland.gov home page, log in to your PRO account using the Log In box.
2. Under your name in the top-right hand corner, click the Manage My Profile hyperlink.
3. Click the More… tab.
4. In the Access Management panel, click the Manage My Access hyperlink to view and/or remove your access to your client's accounts.
5. Click on the hyperlink under the client you want to work with for whom you want to cancel/remove access (Account Manager/File Returns and Make Payments/Full Access).
6. Click the Cancel My Access hyperlink to remove the client from your account.
7. Confirm by clicking the OK button. 
   • Note: this cannot be undone

Manage Secondary Logons Associated with your PRO Username