Support & Help Center

your tax firm sends an email invitation with an activation link. Open it and follow the prompts to set your password. If the link has expired, ask your tax firm to resend the invitation.

Check your spam and junk folders, and confirm your tax firm has your correct email address. Verification codes can take a minute or two to arrive — request a new one if it doesn't show up.

Use the Forgot password link on the sign-in page. We'll email you a secure link to choose a new password. Links expire after a short time for your security.

Yes. If you're connected to multiple clients (for example a personal return and a business), you'll see an account picker after signing in and can switch between them at any time.

Open the Documents area, then drag a file in or use the upload button. On a phone you can take a photo of a paper document. Supported types include PDF, images (JPG/PNG/TIFF), and Office files (Word, Excel, CSV), up to 25 MB each.

Upload the correct version and let your tax firm know which file to use. If you need a file removed, message your tax firm directly from the portal.

Requested items appear as a checklist in your portal. Open the request and upload the matching file against each item so your tax firm can see what's still outstanding.

When your tax firm sends something to sign, you'll get a notification. Open the Signatures area, review the document, and sign by typing or drawing your signature — then submit. It works on both desktop and mobile.

Each signer receives their own request at their own email address. Confirm the co-signer's email is correct with your tax firm, and have them check their spam folder. A document is only complete once every signer has signed.

Make sure every required field is filled in, then try refreshing the page or switching browsers. If it still won't go through, contact us using the options at the top of this page.

Open the Billing area to see current and past invoices, along with their status and any amount due.

Open an invoice and choose a payment method to pay securely online. Receipts and payment history are available in the Billing area after payment.

Billing is managed by your tax firm. Send them a message from the portal or use the contact options above and they'll be happy to help.

Use the Messages area to communicate securely with your tax firm. It keeps your conversation and any shared files in one encrypted place — safer than regular email.

Your data is encrypted in transit and at rest, access is controlled, and sign-in is protected with secure verification. Only your tax firm and the people you authorize can see your documents.

Your firm manages your portal data. Contact your tax firm using the options at the top of this page to request a copy of your information or to have your account and data removed.