Individuals and families
Discuss your tax-preparation needs and the documents relevant to your return.
The QuickDocs Tax Center
Tax preparation, one clear step at a time.
Get started through the QuickDocs Tax Center. Request your personal portal invitation, gather the records that fit your situation, and connect with your preparer.
A focused place to begin
How we can help.
Self-employment and 1099 income
Organize income and expense records so your preparer can understand your situation.
Small-business preparation
Discuss the entity, records, and return type involved before agreeing on the work.
Before you reach out
A few useful answers.
Where should I send my documents?
Use your individual OLTPro-powered portal invitation. Tax documents and identification should not be sent through this website or ordinary email.
I am a returning client. Do I need a new record?
Request a fresh invitation and let QuickDocs match you to your existing client record.