We Give all Clients Free Access to a Secure Online Tax Portal.
Boundless Tax wants to be the tax preparation firm of the future. While yesterday’s firms would have you meet with them in person (more than once) and call you a bunch of times asking for more information, we thought there has to be a better way.
We’re completely virtual and cloud-based, but we allow each client to make the decision whether they want to embrace this new technology, or to be a bit more old school. We have clients whom we’ve never met in person – they utilize all of our cloud-based, online tools to send us their tax documentation, answer questionnaires, review their returns, sign their returns, and pay their invoices. We also have clients that prefer to sit down with us every year and have a face-to-face conversation, and receive a printed copy of their return. Either way, we’d love to welcome you to the Boundless Tax family.
To encourage online collaboration, we offer a free secure online tax portal to all our clients. We will set you up with a personalized login on day one. Our online tax portal allows you to do the following, all from the comfort of your pajamas:
- Upload all your tax documentation (scan or take a picture with your phone)
- Answer our yearly questionnaire
- View and print your returns
- Pay your invoice
- Ask your tax pro questions
To offer this awesome online tax portal, we’ve partnered with Taxaroo, a software company that specializes in providing client portals to tax preparation businesses.
We Welcome all Tax Situations.
We Have the Best Tax Professionals in the Business.
We Include a $2,500 Preparer Error Guarantee, Firm-Wide.
Audit Assistance Included with Every Return.