How to E-File: Simple Steps to Use Our Tool

To demystify the e-filing process, we created this quick video and blog post. You’ll see how easy it is to set up an account, submit a file and checkout. With our e-filing option, you save time, money and tons of frustration.

How to use our e-File site

This blog post is for you visual learners! In the video below, we’ll walk you through the basics of our e-file site.

We know implementing a new way of handling your year-end tax forms might be overwhelming at first, but it offers new solutions to old problems, which is incredibly freeing! With our e-filing option, you save time, money and tons of frustration. Honestly, what could be better during tax time?

How to file online

1. Create an account
2. Set up payers and recipients
2. Complete and file a tax form

Request a demo

If you would like to request a free demo or have any questions about online tax filing, please reach out to Michelle Blouin, here or by clicking the button below.

Tax Expert

*This blog post was originally published in November 2018, it was updated in November 2021.