Resources
Choose the path that fits you. Existing clients can access portal and delivery tools. New clients can use our HubSpot intake to share details and documents securely.
Prefer a guided approach? Our Concierge process can walk you through portal access, delivery, and follow-ups—start to finish.
Existing clients
Portal access, secure delivery, FAQs, and our process map.
Upload documents, complete questionnaires, and review requests securely.
Retrieve delivered returns and e-sign where applicable.
See our intake → validation → preparation → review → delivery workflow.
Guides & downloads
Resources tailored to your client type.
FAQs
Common questions about portal access, uploads, delivery, and timing.
New / prospective clients
Share details and documents securely using HubSpot intake. We’ll follow up with next steps.
Use our intake form to tell us what you need and upload documents securely. We’ll review and respond with next steps.
Open Intake Form- We review the intake and documents
- We confirm scope, timing, and access needs
- We provide secure upload/delivery instructions
- We request any missing information via secure channels
If you’re not sure where you fit, these are good places to begin:
Before you begin
Common resources for planning scope, expectations, and documentation.
Concierge support
We can walk you through access, delivery, uploads, and follow-ups.
- Help accessing the portal
- Where and how to upload documents
- Request follow-ups and reminders
- SafeSend delivery and e-sign help
Use chat for quick help. For new clients, chat can also direct you to our secure intake.
If chat is already enabled site-wide, this button can simply scroll users to the widget or open it via JS.
PDFs are best for statements, payroll reports, brokerage statements, and K-1s. If you’re using photos, send clear, flat images with the full page visible.