Getting started is easy. Choose whichever option works best for you. Both options lead to the same secure client portal, where you will complete your tax questionnaire and upload your documents.
Prefer to get started yourself? Create your Tax Transit client portal account using your name and email address.
Register through the secure client portal using your name and email address.
We review your registration and activate your client access.
Once activated, complete the tax questionnaire and securely upload your tax documents.
Portal access may require activation before the questionnaire and document upload features become available.
Prefer that we set up your access first? Send us your name and email address and we will send you a secure client portal invitation.
Send us your name and email address by text, phone, or email.
We will send a secure registration invitation to your email address.
Open the invitation, create your password, complete the questionnaire, and securely upload your tax documents.
Registering through our invitation allows you to enter the portal directly without waiting for separate portal activation.
1. Portal Registration — Create an account or accept our invitation.
2. Questionnaire & Documents — Complete your tax intake questionnaire and securely upload your documents.
3. Professional Review — We review your information and documents.
4. Follow-Up Questions — If anything is missing or unclear, we contact you through the portal or your preferred communication method.
5. Return Preparation & Client Review — Your tax return is prepared and provided for your review.
6. Approval & E-File — After you review and approve the return, we complete electronic filing when permitted.