Your secure portal
Private work lives here, not in the hub.
Goes in the portal
- Documents you scan and upload
- Your return and its status
- Notices and letters
- Identity details and bank details
- Any private question for your preparer
Stays in the hub
- Guides, organizers and lessons
- Events and office hours
- General, educational discussions
- General answers from ATLAS
Your preparer gives you the secure portal link when you become a client. If you are a client and cannot find it, call Meridian Tax & Bookkeeping on (305) 555-0142 or email support@meridiantax.example.
The hub holds no tax returns, notices, identity numbers or bank details, by design. See what the hub does not hold.