Bank-grade security · MFA-ready
Your secure
Client Portal.
Upload documents, e-sign returns, message your preparer, view invoices, and track every step of your tax journey — all in one luxury dashboard.
Portal authentication launches in our next release.
Included in your portal
Document Vault
Secure upload & encrypted storage.
E-Sign
Sign returns and engagement letters.
Messaging
Direct line to your preparer.
Invoices & Payments
Pay securely, see history.
Notifications
Status updates & deadline reminders.