Please select from the menu below:
> Engagement Dashboard – Organize and Track. Manage and track all your engagement items from this secure, customized dashboard.
> SafeSend Organizer – Help Page. View this page to understand the process for securely collecting and submitting your electronic organizer information.
> SafeSend Tax Returns – Help Page. View this page to understand the process for securely reviewing and e-signing your tax documents.
> Share File Access – Fast, secure file sharing customized for you. Experience the simpler way to quickly exchange QuickBooks files, monthly statements, tax returns and more.
> TaxCaddy – Make gathering tax documents and sharing them with your tax professional a breeze. TaxCaddy works optimally in Chrome, Firefox, and Safari web browsers.
