Virtual Tax Filing
Remote Online Tax Preparation
Remote intake, secure upload, review, and electronic signature from your phone or laptop.
Every client’s situation is different. We review your needs and the scope of work before providing a clear, individualized quote.
Overview
No office visits required. Whether you're across town or across the country, our remote tax prep gives you the same credentialed preparer experience — entirely online. Upload via the client portal or the TaxesToGo mobile app, chat with your preparer in real time, e-sign Form 8879, and get your return e-filed within days.
- Available for eligible remote engagements
- Secure encrypted client portal
- TaxesToGo mobile app uploads
- Secure preparer communication
- IRS-compliant e-signature (8879)
- Direct deposit refund options
- Year-round digital recordkeeping
- No paper. No mail. No hassle.
How it works
Our streamlined workflow
Step 1
Create account
Create your secure account and complete the required identity checks.
Step 2
Upload remotely
Snap photos via TaxesToGo or drag/drop into the client portal.
Step 3
Preparer chats
Your preparer messages with questions and walks you through the draft return.
Step 4
E-sign & file
Sign Form 8879 electronically. We e-file. Track your refund in the portal.
Bank-grade security on every return
Encrypted uploads · IRS-compliant handling · MFA-protected portal