Client Education Hub

Resource Center

Downloadable checklists and timelines. Prefer the portal for anything with account numbers or tax IDs.

New client checklist

What to gather before your first tax prep appointment.

Key monthly documents to keep your books accurate.

General windows for uploads, review, and filing — reference only.

Security reminder

Upload documents through the secure portal, not regular email. These files are plain checklists only — no personal data.