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Collect your tax documents:

• ai powered platform will guide you

• user friendly platform

• ​easy doc upload from phone, computer, or tablet

• easily locate your tax docs from any employer / gig / side hustle

• easily find your tax docs from all payers

• easily find your tax docs from all months

• drag and load your documents

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Add instructions to preparer:

• quickly add a message for each document

• voice or text message with instructions

• share your comments on each document

• let your preparer know of any concern you have

 

Store your tax documents:

• all of your tax docs in one secured place

• easily and securely store your docs

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Access & share your tax documents:

• ​easily access your documents from your phone, computer, or tablet

• easily and securely share your docs with your tax preparer

 

Data snapshot:

• auto updating snapshot of your tax data

• never under report your income

• never under report your dedications

• access your tax docs from any device, anywhere and anytime