NetClient allows us to share important tax and accounting documents and other files online by paperless/secure upload and download. Note: This portal may not be used to upload financial advisory documents.
My1040Data® is an interactive electronic tax organizer and questionnaire designed to simplify your tax reporting process by reducing the number of questions you would normally complete in a paper version. My1040Data® automatically generates relevant forms and selections based on information from your prior year tax return and current year tax situation. Rather than manually inputting tax reporting details, My1040Data® allows for attaching copies of standard tax forms (W2s, 1099s, 1098s, etc.). And the My1040Data® Connections feature further streamlines this process by automatically collecting standard tax forms and other year-end tax statements from over 300 financial institutions.