FAQ on Drop Off Service

Starting with January 1^st 2017, we have a new procedure for the drop off service.

If you are an existing client, you are already registered as a client in our website and you can use your email as log in ID and click forget your password to get the password in the email.

If you are a new client, please register as a new client and wait for us to approve you as a new client

You will need your cell phone (the one you provided to us before) to log in to your account. We will send you a code to your cell phone each time to access the website.  As per the new policy we have to have the 2-step verification for each log in to our website.

Once you log in, you will have an option to change the user name, password and also to update your information if needed.

When you click on the Dashboard on the top, you will have an option to fill the tax questionnaire and also an option to upload the W2 at the same time. If you have more documents to upload such as 1099s you can upload in the folder named W2 & other worksheet upload

We will upload your tax returns in the folder named Upload from Greatways and you can download from the same folder

Any questions, concerns can be send it by email like last years

FAQ on First time Login to your Account