Tally Tax
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Sign in to your secure client portal to upload documents, sign forms and message your preparer.
Our new client portal is opening soon.
Existing clients: your preparer will email you a personal invitation link. Until then, call (866) 571-1742 or email support@tallytaxservices.com. Please don’t email tax documents.
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Everything for your return, in one secure place
- Upload documentsFrom a personalized checklist, from your phone or computer. No email attachments.
- Sign electronicallyEngagement letters, e-file authorizations and IRS forms, signed in minutes.
- Message your preparerSecure messaging with the person who knows your file.
- Get your returnsFinal returns, estimated payment schedules and IRS correspondence, stored year after year.
Encrypted in transit and at rest, with two-step verification. We will never ask for your password, or for Social Security numbers or tax documents, by email or text.