Electronically sign documents directly from your phone or computer— saving time and keeping the process hassle-free.
Fun fact: Clients sign twice as fast using the mobile app!

Snap photos of tax documents or upload files from your device, Dropbox, or Google Drive—individually or in bulk.
Every upload is automatically converted into a clean, professional PDF (goodbye blurry screenshots!) so we get the information we need quickly and clearly.

Personalized checklists show you exactly what documents we’re still waiting for.
No guessing. You’ll always know what’s done and what’s left—and we’ll even send friendly reminders so nothing gets missed.

Multi-factor authentication with web encryption, Face ID/Touch ID, email or text verification, and authenticator apps.
Share and access your documents confidently from anywhere, knowing everything is locked down to IRS-level security standards.

Phone numbers, scheduling links, messages, and document requests all live inside your secure portal.
No more bouncing between email, texts, and random attachments — everything you need is organized and ready when you are.

Once you’re in — you’re in! Your portal stays active and gives you access to prior tax returns, forms, secure chat, document uploads, and future requests all year long.