Welcoming the end of tax-time headaches
Keeping track of complicated tax laws, and changing working arrangements can leave you staring at a mess of paperwork that takes some serious time out of your schedule.
How It Works
With Automated Tax Preparation, simply upload last year’s tax documents, basic information, and sync up your bank account. Our software verifies your documents and the status of your refund, get access to a dedicated account manager and reduces errors at tax time.
Access Your Document Portal From Any Device
On the go, like you. From any device, your document portal is available 24/7.
Automating Your Financial Life
With Automated Tax Preparation, applying for financial services like a car loan, mortgage, or tax advance becomes a breeze.