When your practitioner prepares your taxes, you'll receive a survey called an Organizer. Organizers are visible on your To-do list and have a paper and pencil icon. You will also receive an email from your accountant to fill out the Organizer in the client portal.

1. Log in to your Client Portal and select the To-do list tab.

2. Select a relevant Organizer on the to-do list.

3. Read through the instructions and get all your info together. Click Open Organizer.

4. Check any required boxes and fill out the required information. Click Next section to continue filling out the organizer.

5. Complete each section of the Organizer and view your progress in the Progress box.

6. When you are done, click Submit.

Complete a Client Request on the Mobile App

Complete an eSign Request

Complete an Individual Tax Organizer

Complete a Client Survey