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When you choose Kerksiek Tax LC to prepare your tax return, you get a state-of-the-art client portal that works seamlessly across its web platform and both Android and IOS mobile apps. This client portal makes every aspect of the tax return process easy and efficient. Here are some of the major benefits:

Communication:

You can choose one (or all) of several different methods of communicating with us during the preparation of your return. The portal supports email, secure chat, and SMS text on both the web interface and the mobile apps. You can reach out to us with any question, concern or tax need at any time during the year.

Smart Tax Organizer (Questionnaire):

Our fully-customizable tax organizer is easy to use, uses smart technology to ask you only questions pertinent to your situation, auto fills your answers from the previous year, and makes uploading your tax documents easy across all platforms (especially on the mobile apps by including a powerful pdf scanner).

Document Repository:

Easily and securely upload your tax documents, compare what you are uploading to what you uploaded in previous years, view all previous years of completed tax returns whenever you need them, review your completed tax return before we e-file it, and easily respond to our requests to upload additional documents during the tax preparation process.

Invoice Payment:

Easily pay tax preparation fees right in the portal using a credit card or bank account of your choice. See your balance and any credits you have from referrals.

E-signing:

Conveniently sign our proposals, engagement letters, and e-file signature documents right inside the portal.

Status Updates:

As we prepare your tax return, we will periodically update its status right in the portal so you can see our progress without having to reach out to us.