1. Upload
Drag in W-2s, 1099s, ID, and receipts — or snap photos from your phone. Encrypted instantly.
2. Answer
A plain-English interview gathers dependents, deductions, credits, and business details.
3. Review
A credentialed preparer reviews your return, flags risks, and asks any follow-up questions.
4. Approve
You receive a clear summary, sign disclosure consents, and approve the return.
5. File
Pay your invoice, then we transmit (once IRS e-file authorization is complete) or hand you a ready-to-file PDF.
Always know where you are
Your dashboard shows progress, missing documents, estimated refund, next action, and preparer status — at a glance.