Enter Data for Your Professional
You may enter your income and asset information online, and transmit this information to your professional.
Here's how it works:
- Your professional will send you an email with a link to register.
- Click that link to create a password.
- After that, you will log in with the email and password that you created.
- Your data will be saved automatically as you work.
- You may return to the site as many times as you wish, until you transmit your file.
- Once you transmit your file to your professional, changes will be made by your professional.
If you have already created a password, you may click here to log in.
Click here for additional information about client data entry, including an introductory video.