Above for download is the step by step PDF with pictures.
If it has been a while since you have logged in and you have forgotten your password, you should be able to reset it with the “forgot password” link on the log in screen.
If you have any trouble at all, just email Meghan
*Keep in mind that the “upload” feature is different than the “access” feature. Think of these like two different elevators in the same building.
- Uploaded documents are done at our website and come to us for review.
- Access to tax documents is where you log in and view/download your tax information.