Instructions -- Accounting Clients - Enter your login and password. Tax Clients - Enter your login and password. If you do not have your login or password, call us at 435-783-4307. If you have any questions or problems, call us at 435-783-4307. Scanned Documents:  You may scan and upload almost any document, such as W-2s, Form 1099s, brokerage statements, etc.  Click here to download a pdf file containing the scanner settings required to obtain the best results.