Upload documents, track your return status, and communicate with your accountant - all in one secure place.
Sign in to access your tax documents and return status.
New client? Register for portal access
Securely upload W-2s, 1099s, receipts, and other tax documents. Drag and drop or browse files.
See real-time updates on your return: received, in progress, review needed, or complete.
Direct messaging with your assigned accountant. Ask questions and get quick responses.
Access and download your completed returns, receipts, and tax documents anytime.
Bank-level security to protect your sensitive financial information.
Same encryption used by major banks
Audited security controls
Extra layer of protection
US-based data centers
Having trouble accessing your portal? Our support team is here to help.