Screen-Share: Taxpayer Experience

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The screen share functionality offers an option to work with your CPA remotely.

Note:

You must be in your tax return and need to be in communication with your tax professional to receive an access code. If you receive a "This Link is Invalid" message, this means the steps were not followed correctly. 

1. Click on Contact Person in the top menu.
2. Click on Share Screen.
3. Enter the code provided by your tax professional.
4. Click Share.
   • Your tax professional will now need to click Share on their end.
5. Select which screen to share with your tax professional.
   • Chrome Tab
   • Window
   • Entire Screen (recommended)
6. Click Share.

When you are finished, close your browser window or press the blue Stop Sharing at the bottom of your screen.

To share your screen again your tax professional will need to provide you with a new code.