Options for remote clients to send their tax documents are: via mail, email, fax, text, and/or the TAXES TO GO APP. All remote clients are still required to signed documents via IRS law.
If used TAXES TO GO APP to send tax documents, please provide your tax preparer with the 6-8 digit confirmation code given to retrieve your documents securely.
Documents requiring signature for remote clients are sent securely via Docusign. Please make sure to provide an email address to your tax preparer.