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Document Vault
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Firm Profile
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Daily Time Sheet
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Tax Document & File Upload Vault
Upload multiple PDF, PNG, or JPEG files at once (e.g., W-2s, 1099s, Form 1040, Photo IDs). Direct resumable stream active up to 25MB per file.
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Firm Profile & Essential Payroll Setup
Configure essential tax IDs, authorized contact details, and payroll schedule preferences.
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Your personal contact and mailing information on file for your individual (1040) tax account.
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