Ask Anna Tax Portal 101: What You Need to Know

Do you avoid talking to tax professionals because you hate interacting with people? I have the perfect solution for you . . . the Ask Anna Tax Portal.

The whole point of working with a tax expert is to make the entire process simpler, but the portal takes it a step further. With this technology, you can easily submit files, ask questions, and stay abreast of changes in the process without a single phone call!

Do Your Taxes Anytime, Anywhere

Oops, have you been working all day and realized at 9 pm that you forgot to send in your tax form? Not a problem. You can upload your documents to the portal at any time of day or night. Of course, just because you upload it in the middle of the night doesn’t mean Anna will respond at that hour!

No more worrying about getting to your tax expert’s office before they head home for the evening. The portal is open 24/7.

Stay in Touch . . . Without Phone Calls

Traveling during tax season?

Live somewhere else?

Ask Anna Tax can work with you no matter where you are when trying to sort out your taxes. Since the portal is online, you can access it from anywhere in the world, as long as you have an internet connection. Chilling in Cancun and need to send in receipts? Just scan them with your phone and upload them to the portal.

You can easily send messages to your tax expert through the portal, but chances are you won’t need to . . . it’s that simple to use. My goal is to respond to calls, emails, and chats within a business day, so if you do need to contact me, you don’t have to wait long for a response.

Stay Safe Out There

Security is a big concern when you’re dealing with sensitive documents. Your financial paperwork is as safe as can be when you upload it to the Ask Anna Tax portal. Everything is encrypted and even our communications on the portal are protected.

By the way, if you’re worried about how to get your documents to Ask Anna Tax, it’s literally as simple as snapping a photo with your phone on the portal’s mobile app. It will automatically save it as a PDF (my preferred format for tax docs) and you send it off.

Since tax prep requires sensitive info like social security numbers and date of birth, among other things, security is a priority around here. You can rest easy knowing that everything you do on the portal is secure.

Need Hand Holding? It’s Included!

Let’s face it—we’re all busy business owners, and it’s easy for things to slip through the cracks. Ask Anna’s Tax portal lets you see exactly what you need to do next. It’s literally a to-do list for you.

As your tax advisor completes each stage, she’ll notify you on the portal. You’ll see at a glance what you need to do next, whether it’s reviewing documents, sending a missing bit of info, or something else. You never have to worry about forgetting something.

Ready to get started? Contact Ask Anna Tax today for more information.