Tax Notebook offers you a new, innovative approach to how you provide us with your tax data, all through the convenience of the Internet. You are guided through a streamlined tax interview process that is more intuitive and less time consuming than completing the traditional client organizer, and will appreciate the following benefits:
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Offers the convenience of a secure, browser-based tax interview, allowing you to utilize your home computer to save time and effort.
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Provides an organized interview format that ensures important information is not overlooked.
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Ensures you only answer relevant sections of Tax Notebook based on answers to pertinent questions such as…"Did you own real estate?"
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Provides intuitive screens that guide you through the interview process quickly and easily.
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Allows you to clearly track which sections are complete and which still need input, so you can easily monitor your progress.
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Allows you to print a report of your information for your own records.
If you haven't signed up for our online Tax Notebook yet, we've made it easy for you. Simply click the link below to go to our registration form!
