Marshall Tax & Financial Services TaxPass App

TaxPass

As a valued customer, you have free access to Our mobile app (TaxPass). This app works directly with between you and our office to provide you an unparalleled customer experience.

TaxPass – Taxpayer Mobile App

TaxPass Features:
– A user-friendly interface allowing you – the taxpayer to input your information to facilitate to the
our office.
– Ability to scan the your driver license or state ID to import information into our client
data screen(s).
– Ability to upload tax documents (W2’s, 1099’s, etc.) to send to our office.
– Ability to check the remote signature status of your return.
– Ability to chat by sending and receiving messages between you and our office.
– Ability to check the status of their return
– Ability to view the location of our office.

Directions for Installing TaxPass:

1. Download TaxPass According to your Mobile Phone Operating System (Apple or Android)

2. After Downloading the app > Click on ‘Register’

3. You will get a screen that looks like this:

4. Enter your email address > Password (of your choice) > Re-enter Password

5. The Field that asks for ‘Mobile App ID’ > enter FJEYXI3V

Or you can just scan this QR Code: