
In light of the pandemic, we now offer the option to begin your tax preparation visit online.
- Easy to use
- Full remote return preparation
- Document sharing
Remote Tax Preparation
Access to modern features that allow taxpayers to start and finish their returns their phone, tablet or other mobile devices. Anytime, Anywhere.
Secure end-to-end mobile tax preparation experience:
- Securely populate critical information and upload documents from your preferred mobile device
- Snap photos of their tax documents, which are stored directly in Vault (document storage)
- Securely sign and send back the final return to their preparer for electronic filing
- Once filed, utilize TaxWise® Mobile to track return status and refund updates