- 01Get matched. Landing, a few basics, documents, then a named Tax Pro.
- 02Choose how to work. A call, recommended, or at your own pace.
- 03Review, sign, done. Tax home, refund, signature, accepted.
A short wait while the client is paired with a credentialed Pro.

Four steps up front, so clients know what's coming.

The client meets a named person, with credentials and a little personality.

A call, recommended, or at your own pace. Both keep the Pro one message away.

Where the return stands, what's left to do, and the Pro's latest message.

The fastest option first, with how long each one takes.
