Try the tax preparation portal
Choose a view to explore the same portal a tax office and its clients use.
This is a private demo workspace with fictional clients. Use sample information only. Payments and notifications are simulated.
Client Portal
See how a client completes their information, uploads documents, and fills out forms.
Preparer dashboard
See client progress, review their forms and documents, and explore the office tools.
No sign-up required. Demo workspaces expire after two hours. Sample questionnaires are not official IRS forms, and no tax return is filed.