Settings
Your household, sign-in and security, notifications, and who else can see your account.
Household
- Filing status
- Married filing jointly
- Taxpayer
- Jordan Ellisonjordan@ellison.example
- Spouse
- Avery Ellisonavery@ellison.example
- Dependent
- Mia EllisonAge 9
- Dependent
- Noah EllisonAge 5
- Address
- Portland, OR 97214
- Jordan
- W-2 employee, Cascadia Health Network
- Avery
- W-2 at Fernhill Studio until June, then self-employed UX designer (Schedule C)
- Home
- Owned, with a mortgage; Avery's home office since July
- Accounts
- Brokerage, savings, family HSA
Something changed? Tell Priya: it may change your checklist.
Sign-in and security
Strong- Two-step sign-inAuthenticator app · since Jan 2023On
- PasswordChanged 4 months ago
- Sign out after inactivity15 minutes, set by the firm
Devices signed in
- This browserJordan · Portland, OR · nowCurrent
- iPhone · SafariJordan · Portland, OR · Feb 26
Notifications
People with access
Your bookkeeper can send documents without seeing your return. You can take access back at any time.
- Jordan EllisonTaxpayer · full access, own sign-in
- Avery EllisonSpouse · full access, own sign-in
Your data
Download everything in your portal as a file, any time.