Give Rohr CPAs what we need, without the back and forth.
A single, guided place to answer questions and upload documents for your tax return, planning work, or advisory engagement — and a complete view for our team of what has been requested, received, and reviewed.
Received a request link by email? Open that link and enter your four-digit PIN — no account needed.
Everything in one checklist
Clients see exactly what is still outstanding, section by section, with clear progress.
Effortless uploads
Drag and drop, or snap a photo from a phone. Every answer saves automatically.
Secure by design
Private storage, expiring download links, and a full activity trail on every request.