Simple from start to finish
Here's exactly what happens when you work with us, from creating your account to getting your filing done.
Six simple steps
Create your account and tell us about your situation
Sign up in about two minutes, then complete a short questionnaire covering your filing type, income sources, business and trading activity. Your answers determine which services apply to you.
Choose your services and check out
See the services that fit your situation with flat-rate pricing. Select what you need, review your order, and check out. Nothing is added without your selection.
Get access to your secure portal
After checkout, we email you an invite to your secure client portal, powered by TaxDome. That's where you upload documents and communicate with your tax team.
Your tax team prepares your return
Tax professionals on our partner team prepare your return and reach out through your secure portal if anything is missing or needs clarifying.
Review and sign securely
Your completed return is delivered to your secure portal, where you review it and e-sign. No printing, no mailing.
We file and you're done
We file with the IRS (US) or CRA (Canada) and confirm once it's accepted.
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.
Professional-Grade Portal
Documents, messaging and signing happen in TaxDome, a secure platform built for tax professionals. Your files never pass through email.
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 performed by licensed tax professionals through our partner network, working with you in your secure client portal. We handle your onboarding, communication, and payment. They handle the technical tax work. You get the benefit of both.
Ready to start?
Create your account free. You only pay when you select your services at checkout.