Client Portals: How, Why & for What

At the START of the tax process — we send an email link invitation. Upload your initial documents, W-2s, 1099s, and answer intake questions.

Throughout the year — upload missing items, sign returns electronically, download completed returns, and message securely.

Visual walkthrough for accepting the invitation, uploading documents, and answering intake questions.

Visual walkthrough for the secure portal: activation, uploads, e-signatures, and retrieving your return.