Client portal

Your tax work, organized in one protected place.

Review your checklist, track document status, see messages, and understand your next step.

2026 tax filing

Your return dashboard

INTAKE

Overall progress25%

Next: submit identity and income documents

Messages1 newMessaging coming soon

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RECOMMENDED NEXT STEP

Use the checklist to gather your files. Protected upload storage must be connected before real documents are accepted.

Prototype safety

This portal demonstrates the intended account experience. It does not currently store tax records, Social Security numbers, or uploaded files.