🔒Bank-level encryption
📱Upload from any device
💬Direct CPA messaging
🧮6 free planning tools
Return tracking
Know exactly where
your return stands.
See every step from intake to IRS acceptance, without calling or waiting for a reply. Your estimated refund is visible the moment your CPA starts.
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Step-by-step timeline: intake → review → e-filed → accepted✓
Estimated refund visible from day one✓
Document checklist shows exactly what's still needed✓
Automatic notifications at every milestoneDocument upload
Upload from your laptop,
phone, or tablet.
Snap a photo of your W-2 or 1099 on your phone and it goes straight to your CPA. No scanner, no fax, no printing anything. We accept PDFs, photos, and scans.
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Drag & drop or browse files from your computer✓
Snap & upload from your phone. No scanner needed.✓
All file types accepted: PDF, JPG, PNG, HEIC✓
Auto-organized by tax year and document type✓
256-bit AES encrypted in transit and at restIdentity & security
Bank-level security
for your tax data.
Your tax return contains your most sensitive financial data. We verify your identity at signup and protect every session with multi-factor authentication.
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Government ID verification at account setup✓
Two-factor authentication on every login✓
Every session logged with device and location✓
Data never sold or shared with any third party✓
SOC 2-aligned infrastructure and access controlsDirect messaging
Talk to your CPA,
not a phone tree.
Message your CPA directly inside the portal. Ask questions, share context, get answers with full conversation history always at your fingertips.
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Direct line to your CPA. No call centers or assistants.✓
Attach documents or photos directly in a message✓
Full conversation history, always searchable✓
Average CPA response within one business day✓
All messages encrypted and securely stored