Let’s make sure your vault feels like yours.
Your firm has prepared a personal tax vault for you and a bookkeeping workspace for the business you represent. Take a minute to review your access and choose where you want to begin.
Your access is private to you and your authorized firm team.
Here’s what your firm has set up.
These are the people and businesses whose documents you are authorized to manage. Nothing here changes until you confirm.
Someone missing?
Each vault is organized around the work we do together.
Documents stay in one secure vault for each person or business. Service sections simply help you and your firm find the right files faster.
Your firm manages these enrollments. If something looks wrong, .
We’ll open Bookkeeping first.
Because you represent an active bookkeeping client, we’ll take you directly to that business workspace after sign-in. Your personal tax vault stays one click away.
Your vault is ready.
We’ll remember where you want to begin. You can switch people, businesses, and service sections at any time.