Some clients like to upload all their documents at one time and others in batches. No problem for us either way! Just let us know once all of your documents have been uploaded, by sending an email to our onboarding team at firstname.lastname@example.org
If we see documents have been uploaded and we don’t hear from you, we may reach out by email to double check the status.
Can’t remember everything you need to provide? No problem! We have uploaded an excel file to your portal named ‘2019 Tax Preparation Guide’ that includes a list of your documents from last year.
If you did not receive a login password by email to access the portal, you can get one by going here and clicking the ‘Forgot Password’ link.