Your return, in one place — with Tessa on your side.
A secure client portal where you can see exactly where your return stands, what we still need, and upload documents from your phone — with Tessa, our AI assistant, doing the chasing so your CPA can do the thinking. Launching for the 2026 filing season (January 2027).
Everything about your return, on one screen.
Built for a phone in one hand and a coffee in the other. Nothing to install — a secure link, and you're in.
Status stepper
Invited → Checklist → Uploads → Review → Filed. You always know which step you're on, and what happens next.
Needed-from-you list
A short, personalised list of what's still outstanding — nothing generic, nothing you've already sent.
Upload from your phone
Snap a photo or drag and drop a PDF. It's filed against the right checklist item and you get a confirmation on the spot.
Quick questions
Moved states? New dependent? Sold a property? Answer in a tap instead of an email thread — and only the questions that apply to you.
Messages
Message the team from inside the portal. Every reply sits next to your documents, not lost in an inbox.
Deadlines & vault
Your key dates in one calendar, and every prior-year return and document in a secure vault you can reach any time.
Five steps from hello to filed.
Discovery call
Thirty minutes, free. We learn your situation and tell you what we'd do differently.
Portal invite
A secure link to your own portal — on your phone or laptop, nothing to install.
Personalised checklist
A short list of exactly what we need from you this year — nothing generic.
Upload & answer as documents arrive
Forms show up in January and February — send each one when it lands, and watch the list shrink.
Review, e-sign, file
Your CPA prepares and reviews the return; you review, e-sign, and we file.
Built like a bank, not a shared drive.
Your tax documents are some of the most sensitive files you own. Here is how the portal treats them.
Ask for portal access on your discovery call.
Launching for the 2026 filing season (January 2027). New and existing clients receive an invite from the team.