We use Intuit Link for virtual tax preparation.

 

Secure portal: Clients receive an email invitation to a secure online portal where they can upload sensitive financial documents without using email or physical mail.

 

Easy document submission: Documents can be uploaded from a computer or by taking a photo with a mobile device, offering a convenient way to share W-2s, receipts, and other forms.

 

Centralized information: Clients can answer all tax-related questions and submit all required documents in one place.

 

Automated retrieval: The portal can connect with financial institutions to automatically retrieve relevant tax forms.