Use the login information sent to you by our office to access your web organizer, completed documents, or secure file transfer site.
MY WEB ORGANIZER
Your client organizer is located under the Tax section on the homepage of your portal. This section allows you to access your web organizer and fill in the necessary information for the tax year.
Print
If you would like to print your organizer and fill in your information, you can click the Create PDF icon.
Attach
You can attach supporting documents to send with your web organizer by clicking the Attachments icon.
Upload
When you have completed your organizer and uploaded the attachments and supporting documents, you will need to click the SEND TO PREPARER icon located under the web organizer index in order to transmit your information to our office. Your information will not be submitted to our office if you do not click the SEND TO PREPARER icon. If you attach any documents to your web organizer, we will not receive these documents until you have completed and sent your organizer as noted above. Please note, your organizer and attachments can only be transmitted once.
Corrections
If you need to make corrections after you have submitted your organizer, please contact our office to inform us of the corrections that need to be made.
MY TAX DOCUMENTS
Delivery location for your tax return and required actionable items when the return is completed.
DOCUMENT MANAGEMENT: FILE EXCHANGE
File exchange provides you with an encrypted, secure way to transmit and receive documents through your portal. Here you can send and receive documents such as excel spreadsheets, PDF files, word documents, or Quick Books files; there is no limit on the size of document you can transmit. When you open file exchange, you will notice there are 9 different folders you can upload your documents to. Please note, if you need to send any document(s) that you are not attaching to your web organizer (outside of the individual tax return process), file exchange is where you will do this.
DOCUMENT PRESENTATION
Your “virtual file cabinet”; this location will store all of your tax return and supporting documentation from the 2010 tax year and beyond.
