What's Coming
Secure Document Exchange
Upload and receive tax documents, returns, and financial reports through an encrypted channel.
Filing Status
Track the status of your tax return and outstanding items in real time.
Tax Organizer
Complete your annual tax organizer digitally before your preparation appointment.
Financial Reports
Access your monthly bookkeeping reports, P&L statements, and balance sheets on demand.
Deadline Tracker
Stay ahead of estimated tax payments, filing deadlines, and important dates.
Secure Messaging
Communicate directly with your CPA through an encrypted, organized message thread.