Tax OrganizerReturn documents and questions
Use the Tax Organizer for active return documents, missing information, signatures, and questions tied to an open tax return.
Your home base for tax, books, payroll, and support
CPA Web BooksClient Hub
Start with the action you need today. Use the organizer for active return work, Contact & Support when you need routing help, and Meetings when a live conversation is the right next step.
What is changing
We are keeping the personal service clients expect, while improving the systems around it: clearer routing through CL, walkthroughs for common tasks, clearer return stages, and practical use of automation with professional judgment still at the center.
What do you need today?
Choose the closest match. Each path gives you the next step and the right place to ask for help.
Not sure where to start?
Start with Client Services. CL can help route your question to the right team, person, or next step.
Contact Client Services
Access your tax organizer
Send tax documents, answer organizer questions, and keep tax return notes in one place.
Open Tax Organizer
Understand the tax return process
See the normal stages of a return, what each status means, and when the team may need you.
View Process
Find the right login
Tax organizer, billing, prior-year files, IRS payments, and state payment links are gathered here.
Open Tool Logins
Use a walkthrough
Follow click-through guides for tax payments, organizer login, and common client tasks.
Visit Help Center
Schedule when a meeting is needed
Use this when planning, advisory, onboarding, or cleanup work needs a live conversation.
Meeting Options
How to choose the right path
Most questions fit one of these lanes. Choosing the right lane helps the team respond faster and keeps important details together.
Routing help and support
If the right path is not obvious, start with Contact & Support. CL helps connect client questions to the right team.
A real conversation
Use Meetings for planning, advisory, onboarding, cleanup work, and issues where discussion is more useful than another email.
Current hub sections
These pages work together: tools and walkthroughs help with tasks, while support and meetings help route communication.
How We Work
Our communication style, technology approach, and how the hub is meant to reduce scattered requests.
Tool Logins
Firm portals, payroll and bookkeeping logins, federal links, state links, and Ohio city links.
Help Center
Click-through walkthroughs for tax payments, organizer login, and other common client tasks.
Firm Updates
Practical updates about the hub, tax season workflow, and client service improvements.
Ready to send tax information?
The organizer is still the best place for tax documents, tax return questions, and missing information. Keeping those items together helps the team prepare a cleaner workpaper file.
