Bright!Tax Client Organizer Tips

You might try a different browser, such as Google Chrome, Firefox or Brave.

Once you have logged in, you may want to change your password. To do so, click on Account Settings in the top right corner of the screen.

We can translate uploaded PDFs, Word documents, and high quality images. If documentation is not available, please input your income and taxes paid into the Income Tab of the Client Organizer.

Unless we specifically ask for them, we do not need you to upload these. Please keep all receipts and bank statements for your records.

Please only provide PDF, JPG, PNG, Excel and Word formats, which are compatible with our software.

You may scan and combine paper documents into one PDF with your smartphone. We recommend a free app called Genius Scan.

For security reasons, we are only able to accept documents that have been uploaded via the Secure Client Organizer or the Secure File Upload.

Don’t worry, you can still upload more documents if you need to. We will email you to confirm that we have everything we need as soon as we’ve reviewed your information.

When you complete the “Finalize” tab and click Submit, we will receive a notification that you have completed the Secure Client Organizer.