Secure client access
One secure place for tax document access.
Sign in or register with a one-time code emailed to you—no password to remember. Built for firms and clients handling sensitive tax files.
Security first
A real portal beats scattered email threads for sensitive uploads.
Unified intake
Registration and sign-in share the same simple email code flow.
Low friction
Switch between sign in and sign up without a full page load.
Built for trust
Professional polish for preparers, firms, and end clients.
Workspace invite. Use the same email the invitation was sent to.
Welcome back
We’ll email you a one-time code to sign in—no password.
or use email