Portal Features
Document Management
Upload and download tax documents, W-2s, 1099s, and more securely.
Secure Messaging
Communicate directly with Jerald through encrypted messaging.
Payments & Invoices
View invoices, make payments, and track your billing history.
Filing Status
Track the real-time progress of your tax returns and filings.
Bank-Level Security
256-bit encryption protects all your documents and data.
E-Signatures
Sign engagement letters and tax returns electronically.
Getting Started
1
Complete the intake form or book an appointment to discuss your needs
2
Review and e-sign your engagement letter with payment authorization
3
Receive your portal invitation via email and create your secure account
4
Upload documents using the document checklist for your service type
5
Track progress, communicate securely, and make payments through the portal