Tax Notebook

TaxNotebook is a safe and secure online tax organizer offered as an alternative to a paper organizer.

You have 24/7 access to your TaxNotebook and you’ll be able to see when you’ve uploaded all of the documents we need to process your tax return.

If you would like to use this service, please contact Tracey in our Wellesley office at 781-425-2050 or to get started.