Secure login

Single-user system with an allowlisted Observer. No sign-up.

Email Password

Search

Add New Client (Admin only)

Same form as Edit — nearly all Basic Information can be entered now. Anything not known yet stays marked as missing, so the information can be completed gradually. Once created, a client cannot be deleted.

Client Type FILE NO Company Name * Trade Name / DBA (if any) EIN * (9 digits) Entity * Fiscal Year End (month) * Status Preparer Incorporation Date Incorporation State Incorporation County Description of Business Officer Owner

Shareholders

Shareholder 1 — Name % Shareholder 2 — Name % Shareholder 3 — Name %

Business Address

Address City State ZIP

Mailing Address

Same as Business Address

Address City State ZIP Contact Person Email Phone — Business Phone — Cell

Online Access Information

One combined list: website logins and payroll/employer/bank access. Observer: view only — all inputs disabled, no download. Account numbers show last 4 digits only.

Add / Edit (Admin only)

Category Service Username Credential Bank Routing Account (last 4 only) Remarks

Edit (Admin only)

Same form as Add New Client. Anything not known yet stays marked as missing, so the information can be completed gradually. Once created, a client cannot be deleted.