Get your taxes done from the comfort of your own home.

New Clients:

• Navigate to the guest exchange upload.

• Enter your name and email.

• In the message box type your Social Security Number

• Include any other relevant details in the message box.

• Upload a copy of your driver’s license or other government issued ID and all of your tax documents.

• You will be contacted within 72 hours to set up your client portal account.

Returning Clients:

• Login to the Client Portal and in the “To Preparer” section click “Upload.”

• Upload all of your tax documents.

• Use the secure messenger to send any additional details.