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What Is the Secure Online Message Center for Tax Pro Review?

1 min read

1 min read


Use the online Message Center for Tax Pro Review to email securely with your tax professional. You must be logged in to view your Message Center. From there, you can ask questions and see responses from your tax pro.

Benefits of Using the Message Center

When you use the secure online Message Center to communicate with your tax pro, all of your questions and answers will be saved for future reference. This makes it easier to locate your tax pro’s responses – no more searching through your personal email accounts. It also gives you a secure location to discuss your tax info without worry that you might inadvertently email it to a wrong recipient.

However, if you need to use other contact methods, you can go to Overview and find your tax pro’s contact options, including phone and fax.

Sending Documents to Your Tax Pro

As your tax pro checks your return, they might find they need additional documentation from you – like your W-2 or a Form 1099. You can easily send your tax documents to your tax pro by snapping a photo with your smartphone, or you can upload a digital file.

You can upload documents in any of these formats:

  • .doc
  • .docx
  • .xls
  • .xlsx
  • .csv
  • .txt
  • .pdf
  • .jpg
  • .jpeg
  • .tiff
  • .png

Each file you upload must be less than 5 MB. We automatically scan attachments for viruses.

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