Every client video in one place, about a minute each, in the order you will need them. Nothing loads from YouTube until you press play.
Getting in, sending documents, and reaching Chris. Watch these once and the rest of the year is easy.
Welcome — Getting Into Your Client Portal (1 min)
A two-minute tour of your TaxDome client portal - where everything lives.
Completing Your Organizer in the Portal
How to work through your organizer in the portal: it saves as you go, follow-ups appear only when they apply, upload inside the question, then Submit.
Why I Need the Organizer Too
The organizer is not the same thing as sending your documents. Two different jobs.
Uploading Your Tax Documents in 60 Seconds
The fastest way to send your tax documents, and the one thing that slows every return down.
The Right Way to Reach Me
Why portal messages beat email, and what should never go in regular email.
Getting a Copy of Your Return — Any Time, Yourself
How to find your return, months later, without emailing me.
What each signature is, why it exists, and what the identity questions are about.
Your Engagement Letter — 1 Minute to Sign
What the engagement letter covers and how to sign it.
Those Three "Consent" Forms — What They Actually Do
The three consent forms in your portal - use, disclose, and AI-assisted software - and what each one actually does.
Signing Form 8879 — What Those Identity Questions Are
Signing Form 8879, and why the identity questions surprise people every year.
Signing Your Business Return - Which Form, Who Signs
Signing a business e-file authorization - which form, and who signs it.
From the draft to the accepted return: what to check, how to pay, where your copy lives.
Review Your Return in 3 Minutes — What Actually Matters
The four things worth checking on your draft return before it goes out for signature.
The One Page in Your Return Worth Reading
The most useful page in your return packet, and how to read it.
Paying Your Invoice in the Portal
Paying your invoice in the portal - about thirty seconds.
After You Sign: Timeline, Refunds, and Where Your Copy Lives
What happens between signing and the IRS accepting your return.
That's a Wrap — Thank You
Thank you - and the one favour that helps most.
The dates that cost money when missed, and what an extension does and does not buy.
Estimated Tax Payments — How, When, and Why It Matters
Quarterly estimated tax payments explained - what they are, when they are due, and what happens if you skip one.
Your Extension Was Filed — Here's What It Does and Doesn't Do
What a tax extension does, and the one thing it does not do.
Your Business Extension - What It Does and Doesn't Do
A business extension is not a payment extension, and September 15 has teeth.
Let's Talk Before December 31st
Why the useful tax conversation happens before the year closes, not in April.
Most letters are routine. Here is what to do, and what happens once Chris has it.
You Got an IRS Letter — Do These 3 Things
You opened a letter from the IRS. Here is what to do first, and what not to do.
I Have Your IRS Notice — What Happens Now
I have your notice. Here is the deadline and what happens next.
What I Sent the IRS on Your Behalf
Your notice response is filed - what it says and how long the IRS takes.
Records, draft returns, K-1s, and what monthly and quarterly numbers are for.
What I Need to Start Your Business Return
What I need to start your business return, and how to get me access.
Reviewing Your Draft Business Return
Your draft business return is ready - what to look at before you approve it.
You Got a K-1 — Here's What It Means
Why your K-1 shows taxable profit when no money reached your bank account.
What I Need From You Each Month
What monthly bookkeeping needs from you, and when.
How to Read Your Monthly Financials
Your monthly financials are ready - the three numbers worth your attention.
Your Quarterly Numbers - What to Actually Look At
Three months of numbers tell you what one month cannot.
The sequence, the organizer, and what you own and owe once the state says yes.
Forming Your Entity — The Sequence
Forming an entity - what actually happens, and a realistic timeline.
The Formation Organizer - The Decisions That Are Expensive to Undo
The formation organizer - the decisions that are expensive to undo later.
Your Entity Is Formed — What To Do Now
Your entity is formed. Here is what you now own and what you now owe.
What switching actually involves, and what happens once you are set up.
Switching Accountants Without the Awkward Conversation
Switching accountants without the awkward conversation - and why your old returns matter.
You're Set Up - What Happens Next
You are set up. Here is exactly what happens next.
The portal is built by TaxDome. These are their screen-by-screen videos, the same ones linked inside your portal tasks.
Client Portal Overview
A tour of every part of the portal, from TaxDome.
Install the mobile app
Putting the portal on your phone.
How to upload documents
The upload screen, step by step.
Scan documents with the app
Your phone camera as the scanner.
Completing an organizer
Working through an organizer on a computer.
Completing an organizer on mobile
The same organizer, on your phone.
How to e-sign documents
Signing inside the portal.
Sign Form 8879 jointly from one email
Both spouses, one login.
Approving documents prepared for you
Where the approve button is.
Pay an invoice from the Billing page
Paying inside the portal.
View and download documents
Finding a copy of anything, any time.
Secure messages
How the message thread with the firm works.