Client Portal

Everything in One Secure Place

• 📤Upload documents — W-2s, 1099s, receipts, and business records, encrypted end-to-end.
• ✍️E-sign forms — sign engagement letters, Form 2848, and returns electronically from any device.
• 📍Track your filing — real-time status on tax returns, IRS responses, and LLC formation progress.
• 💬Message your preparer — ask questions and get updates without waiting on hold.
• 🗂️Access past filings — download prior-year returns and LLC documents anytime.