Client Portal
Welcome back, D&S client
Everything you need in one place — send documents, add a service, or grab time with your preparer.
Secure, confidential, and monitored by our team
Upload documents & continue my file
Send W-2s, 1099s, IDs, business records, or credit report copies through your secure client form.
Open My Client FormBook a time with my preparer
Pick a virtual or in-person slot to review your return, disputes, or monthly books.
Schedule AppointmentAdd another service
Already filing with us? Request a quote to add credit restoration or monthly bookkeeping.
Request a QuoteWhere things stand
How we move your file
Documents received
We confirm by text or email once everything we need is in.
In preparation
Your return, disputes, or books are being worked and reviewed.
Your review
You get the numbers to approve before anything is filed or sent.
Filed & tracked
We send confirmations and keep watching for refund or bureau updates.
Not a client yet?
Start with the new client intake and we will set up your file.