Before You Begin

Start with your documents. We will help organize the rest.

Choose your goal, identify your income sources, upload what you already have, and approve any values before they prefill your intake.

No credit pull No SSN required here You approve values first Preparation only

Setup progress

Step 1 of 5

What are you preparing for?

Choose the path that fits best today. This only helps organize your documents and readiness view.

How do you currently receive income?

Select all that apply. Many people have more than one income stream, such as a job plus 1099, self-employment, retirement, or business income.

Choose every income source you want the intake to consider. We will keep the first selected type for older engine compatibility and also save the full income stream list for the newer logic.

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No income stream selected yet.
Select one or more, then continue.

Upload what you already have.

This is the highest-value step. Uploading documents can reduce manual typing, surface missing items earlier, and help your intake start with better preparation. You can still skip and complete intake manually.

Upload any documents you have. You can also skip documents and complete the intake manually.

Document Specialist Review

Here is what has been uploaded or reviewed so far. If review is still processing, you can continue and finish manually.

Use the information that looks correct.

Only selected values will be used to prefill the intake. You can still edit everything on the intake form.

Select the values you want to use, then continue.

V2 Before You Begin