About MyTaxInfo
MyTaxInfo is a feature in GoSystem Tax for tax professionals to securely collect client's tax information electronically. It simplifies the process of gathering tax-related data from clients by providing them with a secure online portal to enter their personal and financial details.
With MyTaxInfo, tax professionals can create client questionnaires for their clients. Clients access the questionnaire through a secure login and provide up-to-date information, eliminating the need for manual data entry and reducing errors.
Track the progress of each client's data collection so you can send reminders and review submitted information.
You will have different capabilities using MyTaxInfo depending on your role. The MyTaxInfo capabilities are limited to firm accounts that you can access and have a MyTaxInfo license.
