Client Resources

Direct, secure links to the systems you may need as a client of David Alexander, CPA.

Client Resources

Quick Access to the Systems You Actually Need

This page connects you directly to the secure systems used for document exchange, e-signatures, refund and payment status, and invoicing. Each link below takes you to the official, secure destination for that task.

A note on security: Tax documents, Social Security numbers, signed returns, and other sensitive information should only ever be submitted through the secure destinations linked below, never through email, text message, or a standard website form.

Client Portal & Secure Document Upload

Securely exchange tax documents through Intuit Link. Existing clients who have received and accepted an Intuit Link invitation can access their secure client portal below. If you need an invitation, contact David.

Sign My Tax Return (Form 8879)

Your Form 8879 electronic signature request is sent directly to you by David through Intuit/ProConnect once your return is ready. To sign your return, use the secure signature link in the email you receive from Intuit/ProConnect. There is no separate portal link needed here, as each signature request is specific to your return.

Where's My Refund?

Check the status of your federal or Utah state tax refund directly through official government resources.

Make a Tax Payment

Make a federal or Utah state tax payment directly through official government resources.

Questions?

Not Sure Which Resource You Need?

Reach out directly and David will point you to the right place.

Contact David