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Tax Collaboration Portal

Collaboration is an online information exchange portal, designed to help you to efficiently gather and submit information needed to complete your tax return. Additional benefits include:

How-To Videos

Check out the below videos on how to use the Collaboration Hub to submit documents and complete your tax organizer questionnaire.

Getting Started


Document Request List

Submitting Info

To access your electronic organizer or for assistance navigating the portal, please contact us today.





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