Client onboarding help
Resources, tools, how-to videos & FAQs
Resources
PandaDoc for electronic signature
To sign your engagement letter and tax returns. We will send you everything you need, and you can save or print your documents after signing them. PandaDoc is free and easy to use.
Box.com for secure file sharing
Secure, encrypted portal to upload your tax documents and collaborate with your accountant. You need a (free) Box account. We will send you an invitation to Box.
Tax preparation checklist
To help you collect and organize all the information you will need.
Tax organizer
In this questionnaire we collect information we need for your tax return that is not captured in the other tax documents you provide.
How-to videos
Short videos that walk you through every step of using the tools in case you want more guidance.
FAQs
Answers to common questions about the process and tools.
Frequently asked questions
No. You do not need to pay anything to use Box.com with Online Taxman. You can create a free personal account. We send you an email with a link.
Make sure that you join Box.com using the link in the email. It includes a special invite to collaborate. Next, be sure that your documents are inside the folder with your name on it. As a general rule, if you can see the folder with your name on it and your documents at the same time, then they are outside your folder and we cannot see them. Drag and drop the documents into the folder with your name on it. See the “How to Use Box” videos.
If you’re not ready to submit, you can stop & save your Tax Questionnaire by scrolling down and clicking Save and Continue Later. See the video “How to Use the Tax Organizer”.
Still have questions? Get in touch by your preferred contact method to get expert guidance.