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Features
Trusted Partnerships





Taxfocused Collab. Connect from anywhere
With the mobile app, you can conveniently interact with our firm.
Access secured documents & financial records, review and e-sign documents,
send secure messages and more – on the go.
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Document scanner
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Secured Document Exchange & Storage
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Secure instant messaging with Tax Pros
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Complete organizers (forms)
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E-sign documents

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