Bridgeway Tax & Accounting
Individual Tax Preparation
Secure document intake and review workflow for individual tax preparation.
Who it is for
Individuals and families preparing annual federal and state tax filings.
Start in client portalWhat the client prepares
- W-2
- 1099
- Government ID
- Prior-year return
- Dependent information
Visible process
- 1Tax year intake
- 2Document upload
- 3Review
- 4Questions
- 5Filed or delivered