Taxpayer can upload documents and sign tax forms remotely. Access prepared tax forms anytime. Communicate with tax preparer without in-person visits. Submit and manage tax-related information securely.
Manage files and folders in a central hub. Copy, move, rename, and delete files. Create folders to organize content. All operations are performed locally without data upload.
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
