How to create you portal account.
How to update your profile in the portal.
How to make payments through the portal. When given the option, consider paying by ACH to help keep fees low.
How to upload files directly and through the portal checklist. If using your phone to upload files see other video.
How to upload files to the portal using your phone.
How to fill out specified questionnaires. Be aware that these are specific questionnaires not the annual main questionnaire required from every client which can be accessed at the link at the top or bottom of the page.
How to setup your IRS online account
How to make an online payment to the IRS using Direct Pay
