1. If you haven’t downloaded our app yet – click here!

2. Tap “Sign Up” and enter a username, email address and password (eight characters minimum with one number and one non-letter character).

3. Answer the question “Are you Married?”. Then select “Yes” or “No” and swipe left to move to the next screen.

4. Scan the barcode on the back of your license to populate your personal information.

5. Capture photos of your tax documents as you are prompted.

6. Take a selfie when prompted. Your tax preparer will use an image of you as an added level of security.

7. Review and edit your personal information.

8. Add applicable social security numbers.

9. Add dependents if applicable.

10. Enter your best contact phone number so that your tax preparer can call you with additional questions if needed.

11. Review your information and documents.

12. Submit your information and documents.