Client portal
Everything in one
secure place.
Upload documents, sign electronically, and download your finished returns — encrypted in transit and at rest, available any hour.
Upload safely
Drag in W-2s, 1099s, and statements. Files are encrypted in transit and at rest — unlike email.
Sign anywhere
E-sign engagement letters and e-file authorizations from your phone. No printer required.
Your archive
Finished returns and key documents stay available for download whenever a lender or landlord asks.