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Creating an Account

01

Please accept the invitation from your consultant and create your account using the same email. If you haven't received it, contact your tax consultant.

02

Complete the two-step verification process for added security on your account.

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03

Read the disclaimer. Next, enter your first and last name.

04

Select a folder and upload your documents. You can upload almost any file type.

L & M Tax Plus 

704-817-8038

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