How it works
Documents, review, payment
1. Accept your invitation
The firm invites the people on your household or business account. You verify your email, set a password, and turn on a second sign-in step.
2. See what's needed
Your dashboard lists requested documents by service and tax year, so nothing gets lost in email.
3. Share documents
Files go to private storage and are checked before anyone can open them. PDF, JPG, PNG, and CSV are supported initially.
4. Review
Your accountant reviews each item and marks it reviewed or asks a clarifying question. You can see the full history.
5. Invoices and payments
See balances, due dates, and receipts. Payment is through a hosted checkout once the firm enables it — the portal never asks for card numbers directly.
6. Questions
Use Ask Brown AI for general research, and request accountant review for anything that affects your filing or business decisions.