CLIENT ONBOARDING

   Experience the convenience of virtual tax preparation with us, providing clients the flexibility to handle their taxes at their convenience. Our client portals streamline the process, enabling easy uploading of required documents and information.

  Say goodbye to taking time off work or spending hours in an office setting. Stay active and let us manage the rest! Explore our straightforward onboarding process today.

    1. Register Your Account

  Create your client portal account in just 1 minute. 

     2. Upload Info 

 Complete the questionnaire and upload your documents. Track the progress from start to finish.

   3. Completion

Notify your tax preparer once you've finished and provide them with the tax code found in the settings.

 https://taxestogo.com/app/download/94226