700 N. Fairfax St. Suite 400 Alexandria, VA 22314

Ph: 703.535.1200 | Fx: 703.535.1205

700 N. Fairfax St. Suite 400 Alexandria, VA 22314 Ph: 703.535.1200 Fx: 703.535.1205

Renner & Company 1040 Portal Guide

Your Client Collaboration hub is designed to streamline your 1040 processes from start to finish. Here are some helpful videos to guide you:

Getting Started with your Tax Organizer

Creating your User ID & Logging into your Client Collaboration Hub

Electronically Sign your Engagement Letter

Personal Information: About You

Documents Request List: Overview

Documents Request List: Attaching Documents

Notify your Accountant you are Done

Adding Connections