Upload documents, e-sign returns, view financials, and message your CPA — all in one encrypted hub. Built on TaxDome with bank-grade security.
No more email chains. No more "did you get my W-2?" follow-ups. Your portal is the single source of truth.
Drag and drop receipts, W-2s, 1099s, K-1s. Everything is organized by year and tagged. Bank-grade encryption end-to-end.
Review your prepared return, leave comments, and e-sign with legally binding signatures. No printers required.
Ask your CPA a question without crafting a formal email. Threads stay organized by year, return, or topic.
Monthly P&L, balance sheet, and tax projections updated as your books are reconciled. Always know where you stand.
See exactly what's needed from you, when it's due, and what we're working on. No surprise April requests.
Every return, every supporting document, every memo from every year — searchable and downloadable in one click.
The portal is built around what business owners and individual filers actually need to see — not a generic accounting tool, not a wall of spreadsheets.
The portal syncs with the platforms you already use — so we work in your data, not against it.
Your tax data is among the most sensitive information about your life and business. We treat it accordingly — with controls audited annually by independent third parties.
Bank-grade encryption protects every document in transit (TLS 1.3) and at rest. Your CPA can read it. Nobody else can.
Our portal infrastructure is independently audited annually for security, availability, processing integrity, and confidentiality.
Required for every account. Use SMS, an authenticator app, or a security key. Your password alone is never enough.
Full compliance with the IRS data security framework for tax professionals — including incident response and breach reporting.
If you've lost your invitation, can't reset your password, or need a fresh portal setup — we'll get you sorted within the same business day.