For Members: The Gateway to a Better and More Efficient Tax Filing Experience
Client Resource Center
TaxDome
Access your secure client portal to upload tax documents, review messages, and sign your engagement letter or e-file authorization forms. Everything related to your tax filing in one protected place.
IntuitLink
Use Intuit Link to complete your organizer and upload documents securely. This is the quickest way to get your return started and keep your filing process on track. Access completed returns securely.
Verifyle
Send or receive sensitive documents, messages, and digital signatures through encrypted communication with our team. Ideal for ongoing document exchange or mid-year correspondence with us.
Scheduling
Need to meet with us? Schedule your Organizer Review, On-Demand Filing Support, or Final Review appointment directly through our secure scheduling system. Bookmark this page to easily schedule time with us when you need it.
Additional Resources
Referral Program
Happy with our services? Refer a new tax client and receive a $25 gift card once their return is filed. Up to 10 referrals per calendar year.
Tax Center
Access helpful IRS and Colorado tax resources, “Where’s My Refund” links, estimated payment portals, and more. Everything you need to stay informed and connected.