Record your circumstances and the documents relevant to them.
Start with your circumstances and requested records.
Illustrative product explanationDocuments & professional review
Tax workspace
Tax season. With everything in reach.
Keep tax documents, requests, and review conversations together.
IntakeDocumentsReview
See what is requested and keep uploads together.
Follow questions, messages, and case status.
Tax workspaceIllustrative view
Personalized intake
Record your circumstances and the documents relevant to them.
Uploading documents does not file a tax return or create a CPA engagement. Confirm the service scope, provider, fees, consent, and filing responsibilities in writing. Read disclosures
Tax workspace / A closer look
From scattered records to a clear checklist.
Gathering documents is the start. Review and any filing authorization are separate steps.
Personalized intakeDocument checklistReview conversations
Tax workspaceIllustrative example
Prepared is not the same as filed.
Mark the example records you have gathered. Document readiness comes before professional review and any separate filing authorization.
Example preparation0 of 4 gathered
Gathering records only. No documents are uploaded here.
Illustrative checklist, not a personalized document request or CPA engagement. Selections are not saved.
From here to your account
Prepared. Reviewed. Then the next step.
Prepare once, keep the record. Organize your tax intake, upload requested documents, and follow questions and review updates in your account.
Continue with Tax workspace- 01
Complete your intake
- 02
Upload requested documents
- 03
Respond to questions
- 04
Review the agreed next step
A little more clarity
Good questions.
Straight answers.
Does uploading documents file my return?
No. Filing requires a separate agreed service, review, and authorization. Check your engagement and case status.
Where should I send tax records?
Use the document upload in your authenticated tax workspace. Do not send tax identifiers or documents through public live chat.
Make room for what comes next
Start with the records. Move forward with clarity.
Your accounts, your records, your next conversation. Start with the full picture.