My Cases Portal Guide
Your secure client portal for accessing Augusta Rule documentation and managing your cases
Portal Features
Magic link authentication ensures only you can access your cases
View all your Augusta Pack purchases organized by date
Continue where you left off if you didn't complete your intake form
Access and re-download your completed documentation packages
Visit Portal
Go to the 'My Cases' page from the main navigation
Enter Your Email
Type the email address you used during checkout
Check Your Email
We'll send a secure access link to your inbox (expires in 30 minutes)
Access Your Cases
Click the link to view all your Augusta Packs and their status
We use magic link authentication to protect your sensitive tax documentation:
- Email verification required – Only you can access the link sent to your email
- Time-limited access – Links expire in 30 minutes
- Single-use tokens – Each link can only be used once
- No password to steal – Eliminates password-related security risks
Payment Received
Payment confirmed. Ready to complete intake form.
What to do: Complete your intake form to generate documents
Processing
We're calculating FMV and generating your documents.
What to do: Sit tight—this usually takes 2-3 minutes
Documents Ready
All documents generated and ready for download.
What to do: Download your complete Augusta Pack
Completed
Documents emailed and available in portal.
What to do: Re-download anytime you need them
I paid but never completed my intake form
No problem! Access the portal, find your case with "Payment Received" status, and click "Complete Intake Form" to continue where you left off.
I need to re-download my documents
Access the portal, find your case with "Documents Ready" or "Completed" status, and click "View & Download Documents" to get your files again.
I have multiple Augusta Packs for different clients
All cases purchased with your email will appear in the portal. Each case is listed separately with its own status and property address.
The magic link expired
Simply request a new link from the portal page. Links expire after 30 minutes for security, but you can request a new one anytime.
I don't see my case in the portal
Make sure you're using the exact email address from checkout. If you still don't see it, contact us at averey@jagcpa.com.
Need Help?
Having trouble accessing your cases or have questions? We're here to help.