How it works

From documents to filed, step by step

Everything happens in your secure client portal, so you can see where your return is at any moment.

Before you start

Enter your email in the client portal. We send a sign-in code, so there is no password to remember.

Tell us about your filing status, residency, tax year and which service you need.

Upload W-2s, 1099s and other forms from your computer or phone. A clear photo is fine.

1
Documents Submitted
Sign in to your secure portal, fill in your details and upload your documents using your personal checklist.
2
Preparer Review
A tax professional reviews everything and prepares your return. If anything is missing, you are asked for it in the portal.
3
Draft Ready
Your draft return appears in the portal. Read it, ask questions, and approve it when you are happy.
4
Filed with IRS
We e-file your approved return. You can then follow your refund using the IRS tracking tool.

Questions go straight to your tax professional through the portal, and the conversation stays in one place.

Nothing is filed until you have reviewed and approved your draft.

Once your return is filed, follow these steps to check your refund with the IRS.

Let's file smarter, together

First return or a complicated one, at home or abroad, we are here to make it easier.