Secure document exchange.

Upload your tax documents, download the forms you need, and access your business payroll page — all in one place.

Send W-2s, 1099s, receipts and notices securely. Required before a remote appointment.

Submit hours and view payroll reports on your company’s private page.

Once your return is ready, we’ll email you to schedule your review and signing.

Forms

Downloadable forms

Remote prep

1. Upload your documentsYou must submit your documents through the secure upload link first.
2. We prepare your returnWe’ll reach out with any questions along the way.
3. Schedule your reviewOnce your return is ready, we’ll email you to set up a phone or in-office appointment.

In-office or fully remote — upload your documents and Jim will take it from there.