Using The Client Portal On Desktop:
1. Open up the client portal
2. Log into your account
3. Go to the menu and select tax records
or go to your folder to browse documents
Using The RGB Tax App On Mobile:
1. Open up the app & log in to your account
2. Go to the menu
3. Select tax returns
or go to your folder to browse documents
Our app is connected to our database where all of your historical data with RGB is stored. You can also use your tax account to upload new documents.
Please note: Your information will always be kept secure and confidential.