We now offer the option to OCR import personal tax returns and the system will populate the personal return data automatically into the system.  Here's how it works.

First, go to your Client List and click on the purple Portal icon

Next, click on the Personal section in the left navigation bar

At the top right of this screen click on the purple button called Upload Return File

Select the file from your computer or drag and drop it into the uploader section

Once your file is uploaded, you will be prompted to click the Review button next

Next, the system will work to organize the pages and input the data from the return.  This process can take a few minutes

Once the processing is complete, you will see the data has populated in the portal with a side by side image of the uploaded return.  This allows you to review and change data.  When you are ready to approve, click the Approve File button at the top right of the screen.