Your tax organizer, return and payments — all in one place.
A single, guided place to complete your organizer, send us documents, review and sign your finished return, and take care of payments — with a complete view for our team of what has been sent, received and reviewed.
Received a link by email for your organizer or return? Open that link and sign in with the same email address — nothing to install.
Organizers and returns in one place
Answer your organizer on screen, then review and sign your finished return — no printing or scanning.
Send and receive documents
Attach W-2s and 1099s to your organizer as you go, then download your completed return, K-1s and payment vouchers.
Private and secure
Everything is visible only to you and our office, protected by your own sign-in.