01
Your tax overview
The essentials, at a glance.
- Year-by-year return summary
- Status and filed refund or balance
- Return document beneath its status
- Open tasks and upload counts
Personal tax preparation · Connected client care
Bookmark Financing
Your taxes in good order.
Your preparer within reach.
Returns, documents, conversations and next steps — thoughtfully organized in your private client portal.
Private client accountsDirect communicationYear-by-year organization
Your private workspace
Your client portal
02
Federal & state returns
Every year. Every jurisdiction.
- Latest return first, past years below
- Track preparation through completion
- Federal and individual state amounts
- Income, calculations and notes
03
Refund calculator
An estimate before you file.
- Federal and state tax estimates
- Save and revisit your calculations
- See calculations your preparer shares
- Current year and state rules applied
04
Organized documents
A place for every important file.
- Tax-year and General documents
- Filter by year or search by name
- Open shared files in a new tab
- Download one file or all together
05
Print & save summaries
A clear record to keep.
- Branded return summary preview
- Save a picture or Letter-size PDF
- Federal, state and total amounts
- Saved calculations and notes
06
Document requests
Know exactly what’s still needed.
- All required types in one request
- Multiple attachments for each type
- See document types awaiting upload
- Your preparer confirms completion
07
Tasks & next steps
Keep your preparation moving.
- Tasks shared by your preparer
- Mark your part of a task done
- Open until the firm completes it
- Completed work in Done
08
Connected conversations
Your preparer, within reach.
- One ongoing conversation with the firm
- Attach files right in the chat
- Link a return, task or request
- Unread indicators and new alerts
09
Personal & household
Your details, season after season.
- Review and edit your information
- Address, contact and filing status
- Add, edit or remove dependents
- Dependents ordered oldest first
Two-minute tour
See the portal in action
An animated tour with an entirely fictional client — overview, tax returns, questions & requests, messages, personal information and the refund calculator. Screens are recreated for the tour; all details and estimates are illustrative, not real client records or tax advice.
Clear from the start
A personal process.
A simpler tax season.
Your preparer guides the work. Your portal keeps the details close at hand.
- 1
Request your account
Send your account request. After approval, the firm can send your password setup link.
- 2
Keep your details up to date
Review your household information and respond to document requests with files and a message.
- 3
Stay in touch through completion
Follow tasks, talk with your preparer and review your returns and shared documents.
Stay informed
Numbered alerts for new conversations, tasks and requests, plus an unread indicator beside Messages.
Privacy built in
Private accounts, masked Social Security numbers and automatic sign-out after 30 minutes of inactivity.
Files shared with care
A locked return is visible by name, but cannot be opened or downloaded until your preparer unlocks it.
Let’s keep your taxes in order.
Questions? We’re a call, text or WhatsApp message away.
bookmarkfinancing@gmail.com