Start Your Client Intake
This intake is how you send our team everything we need to prepare your taxes for you. Answer a few questions and add your documents, one step at a time. Your progress saves automatically, and you can stop and pick up right where you left off.
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Text Message Consent
Login Verification Codes
By providing your mobile number and checking this box, you agree to receive text messages from Progressive Tax and Accounting with login verification codes for your client portal account. Message frequency varies. Message and data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase. We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes.
Appointment and Tax Deadline Reminders
By providing your mobile number and checking this box, you agree to receive text messages from Progressive Tax and Accounting with appointment confirmations and reminders, and occasional reminders about tax deadlines. These messages are not marketing. Message frequency varies. Message and data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase. We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes.