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Client Onboarding
Being virtual gives our clients the freedom to get their taxes prepared wherever, whenever. Our client portals make it easy for our clients to upload documents and needed information.
Don't take off work to sit in an office setting for hours. Stay on the go and let us handle the rest! Check out our onboarding process.
Receive Invite Link
Your tax pro will send you an invite link to your email for your client portal.
Register Your Account
Create your client portal account in just 1 minute.
Upload Info
Answer the questionnaire and upload documents. View the progress start to finish.
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