Do you prefer not to fumble around with paper? Our My1040Data electronic tax organizer allows you to complete your tax organizer and organize your additional tax information electronically to ensure that you don't miss any important deductions.
You also have the ability to import W-2, interest, dividend, and gain & loss statements directly from your financial institutions through a secure bank level encryption wizard. Documents retrieved using this tool will be added as PDF documents to your organizer and we will be able to download them along with your electronic organizer and any other documents you have uploaded.
Please fill in your responses as best you can. Remember, you can return to this organizer at anytime, using your unique Username and Password, to complete any unfinished items.
If you already contacted us to setup your My1040Data electronic tax organizer account, please login using the above button.
If you don't have a tax organizer account yet, please Contact us and we will provide your personalized User ID and Password.
Please note that the following browsers are supported: Internet Explorer; Google Chrome; Safari
Check out the short video below for an instructional overview of the My1040Data process.
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database. Files can be accessed from a web browser on a PC, Mac, tablet, or smartphone.
Your portal allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files. You can also add multiple client users to improve collaboration with employees, family members, and third parties like lawyers and banks.
Check out the short video below on the basics of getting started with Client Axcess. It covers logging in, navigating the program, getting help, retrieving and sending files.