Client Portals

Tax Preparation Portal

The tax preparation portal is used for:

  • Uploading, reviewing and signing taxes before e-file.
  • Clients can also download tax files from your tax preparer as well.
Tax Resolution Portal

The tax resolution portal is used for our tax resolution clients. Tax resolution clients can:

  • Upload evidence, and tax documents related to their case.
  • Download tax documents uploaded from the tax professional.

The tax resolution software mostly serves the tax professional.