Documents
Drag files in from your desktop, or upload from a phone camera. Every document is timestamped and grouped by tax year.
Client portal
One place for the paperwork side of your return.
The portal is where your documents live once we begin your return. You upload once. We prepare and review. You e-sign and pay from the same screen. Nothing bounces around by email.
What is inside
Six surfaces, all in one login.
Signatures
Review your return in the browser. E-sign the authorization when you are ready. The signed copy is stored alongside the return.
Payments
Card or bank transfer. The receipt lives in the portal with everything else, so you never hunt for it later.
Messages
A single thread with your preparer. No email chains, no missed replies, no attachments getting stripped by spam filters.
History
Prior-year returns we prepared are available in the portal once you engage. Prior-year records that live on paper stay in the office for now.
Access
Login recovery goes through the office by phone. No self-service link that a stranger with your email could exploit.
Security
How your documents are handled.
- 01Documents are encrypted in transit and at rest.
- 02Access is limited to your preparer and the reviewing accountant.
- 03Every document action is logged.
Preview
Want to see it before you sign up?
The preview is a labeled demo. Sample data, no real accounts, no uploads.