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Client Portal
- Coming Soon

Thanks for stopping by!
Our secure Client Portal will be launching in December 2025 to help streamline your tax filing process.
Built with Canopy
Canopy is an industry-trusted software with bank-level encryption to keep your tax documents safe and organized.
Join Our Waitlist

Ready to claim your refund? Join the waitlist now to save on next year's tax filing.

When it launches, you'll be able to:

Upload Documents
Securely

Track Your
Return Progress

Communicate Directly
With Your Tax Preparer

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