How VTax Prep works

Filing your taxes with the VTax mobile app

On demand is in demand! Use the VTax mobile app to conveniently and securely connect with a VTax professional. Grab your forms and your phone, and you’re on your way to your maximum refund – guaranteed. No appointment necessary!

  • Download the VTax app (available for iOS and Android devices)
  • Create an account and answer a few questions about yourself
  • Snap and upload photos of tax documents such as W2s and 1099s. SNAP. UPLOAD. DONE! Your personal information and documents are securely uploaded and sent.
  • Connect to your tax professional via video or phone conference to answer any questions and finalize your return
  • Approve a draft of your returns and sign. We e-file for you!

Convenient features

  • Push notifications: Receive instant push notifications for friendly reminders throughout the tax preparation process.
  • Secure communication: Communicate with a tax professional via private messaging, phone or video conference 24/7.
  • News updates: Receive the latest tax & accounting news updates that pertain to your situation.
  • Billing status: View billing status of your individual and/or associated business accounts.
  • Status check: Check the status of all your tax refunds at any time.
  • Safe and secure: Our entire system is secure. Upload documents with confidence, knowing that every piece of information is encrypted. Our secure portal gives you the ability to view documents and access your tax return at any time.