We provide several documents in your Client Portal that you can fill digitally, such a your Tax Questionnaire and your Organizer.
As always, you can also print and fill the documents on paper. Return it to our office as you usually do.
1. Download the file from your the Client Portal
- Using a Chrome browser, make your changes.
- Select the print icon
- Select Save to PDF.
- NOTE: Do not use File > Save Page As in your browser. That will save an empty PDF.
3. Upload the filled PDF back to your Client Portal
4. Mark the request as Completed to let us know you’re done