Simple from start to finish
Here's exactly what happens when you work with us, from creating your account to getting your filing done.
Four steps
Create your account
Sign up with your name and email. It takes about two minutes. Once you're in, you'll have access to your client portal where everything happens.
Tell us about your situation
You'll complete a short intake questionnaire. It covers your filing type, income sources, whether you own a business, and whether you trade. Your answers determine which services apply to you and what documents you'll need to upload. Nothing is assumed. Nothing is added without your selection.
Select your services and upload your documents
Based on your questionnaire, you'll see the services that apply to your situation with flat-rate pricing for each one. Select what you need, review your order, and upload your documents through the encrypted portal. Files are forwarded directly to our licensed tax team and deleted from our system within 48 hours.
We handle the rest
Once your documents are submitted, your file goes to our licensed tax partners for preparation and review. You can track your status through your portal at every step. We'll reach out if anything is missing or if there are questions.
How we handle your documents
Tax documents are some of the most sensitive files you'll ever share. We treat them that way.
Encrypted in Transit
All files move through bank-level TLS encryption. Your documents are never sent over an unprotected connection.
No Permanent Storage
We operate a pass-through system. Documents are uploaded, forwarded to our licensed tax partners, and deleted from our system within 48 hours. We don't hold your files.
Access-Controlled Portal
Your portal requires authenticated login. Only you and authorized team members can access your account.
Backed by licensed professionals
All tax preparation and filing is completed by our network of credentialed CPAs and tax professionals. We handle your onboarding, communication, and document routing. They handle the technical tax work. You get the benefit of both.