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Clientsafe™
is a state-of-the-art secure data storage system explicitly designed for
you to upload and safely store your tax documents and other important
documents and allow us to post information you may need in preparing your
taxes. Working with your personal representative you can view a draft
of your tax return before it is submitted to the IRS. Your return can
be filed electronically, or by mail, and a copy will be stored in your
folder for your confidential access anytime you need it! Other vital documents
can be stored there as well, so no more digging through those old boxes
trying to find last year's tax return. If you like, for a small additional
charge your information can be stored on a CD-ROM, readable from any PC.
The
Member Knowledge Resource Center is designed to answer those
nagging tax, business and financial questions that come up so often. You
can view the FAQ's, search the database, or submit your question to an
expert. Thousands of questions and answers are stored in our information
center. We even offer automatic email notifications of any changes and
updates made on topics that interest you.
The Taxbytes
Newsletter
is designed to keep you informed and prepare you for tax issues in the
coming year. The newsletter features tax calendars, tax updates, preparation
tips, investment information, and articles geared towards saving you money
come tax time.
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