Step 1. Access to Tax Prep Software & Tax Organizer.
Remote Login
Our clients can scan and upload the required documents on their server or e-fax the documents to us. Our expert team will log in to our clients’ system using any secure virtual technology like Netsonic, VPN/RDP/TeamViewer and complete the procedure on their behalf.
Using Cloud based Software
Clients can upload the scan copies of the required documents on a secure FTP server or send them by e-fax messenger, Google drive or Dropbox. The client also needs to provide their login details for the online software via our secure mailing system. Our team will then sign in and complete the following procedure. The data will be saved on cloud.
