Tax Suite onboarding

Let's set up your Tax Suite.

Choose your package, then share everything we need to configure your Tax Suite. Your one-time setup fee begins your project. Your monthly subscription starts separately once your system is completed and ready to use.

Business assets only. Please don't upload or enter tax returns, W-2s, 1099s, SSNs, IDs, banking records, or client financial information. Never share domain passwords or login credentials here.

Step 1 of 7 · Package

Your package

Your package

Are you a new or existing Tax Suite client? *

By submitting you agree to our Refund Policy.