Yr Tax Guy

Yr Tax Guy is a secure, organized workspace for clients and tax professionals to manage the work behind tax preparation and related business services. Keep documents, conversations, appointments, forms, and service updates connected to one account, so you always know what has been received and what happens next. Clients can: - Upload and organize tax documents - See when documents have been received or reviewed - Request services and follow each stage of progress - Message an assigned tax professional within your workspace - Schedule and review appointments - Receive relevant document, message, appointment, and service-status notifications - Complete and review shared forms - Manage profile, privacy, and account-deletion controls Tax professionals can manage assigned clients, review documents and form responses, coordinate tasks and appointments, and keep service workflows moving from the same mobile-friendly workspace. Yr Tax Guy does not prepare or file a return automatically. Tax services are provided by the professional or organization associated with your account. Some features require an active Yr Tax Guy account and an internet connection. Device permissions are optional and requested only when you use a related feature.