Our Process
How the HI Tax Pro Process Works
Our process is designed to make tax preparation feel clear, secure, and stress-free. From portal setup to review call to e-filing, every step is guided so you know exactly what to expect.
Create Your HI Tax Pro Portal
Clients begin by creating their secure HI Tax Pro portal in TaxDome. This is where they will complete their intake process, receive updates, and securely communicate throughout the engagement.
You'll receive access to your secure portal — your main hub for documents, forms, messages, and next steps.
Complete the Organizer & Upload Documents
After creating your portal, complete the organizer and upload your tax documents securely. This helps us gather everything needed to prepare your return accurately and efficiently.
All documents are submitted through your encrypted portal, keeping your information safe at every step.
We Review Everything Carefully
Once your organizer and documents are submitted, we carefully review everything provided. If anything is missing, unclear, or needs follow-up, we will reach out before moving forward.
Our review process is designed to catch details early and ensure your return is prepared correctly.
Schedule Your Review Call
After the return is prepared, you'll schedule a review call so we can go over everything together. We explain the return, answer your questions, and make sure you feel fully comfortable before signing.
We want you to feel informed and confident — not rushed — before moving forward.
Sign, Pay, and E-File
Once you're ready, you sign electronically, pay your preparation fee, and we e-file your return. We only move forward with e-filing once you feel confident and everything has been reviewed.
You'll receive confirmation once your return has been successfully filed.
Bank-Level Security
Your documents are securely uploaded and handled through a protected client portal designed to keep your information safe and confidential.
Fast Turnaround
Most tax returns are completed within 5–7 business days once all required documents have been submitted.
Personalized Support
Work directly with your tax preparer throughout the process with clear communication, guidance, and a review experience designed to help you feel confident before filing.
Ready to Get Started?
It all starts with a simple conversation. Reach out today and let's make tax season easy.
Create Your Portal
