My Tax Life

My Tax Life helps taxpayers and tax professionals stay organized with free and secure document sharing, chat, communications, and reminders while providing convenient links to official government resources (listed below) for taxpayers and free web portal for tax professionals.

Important disclaimer Not a government app. My Tax-Life is a private company and is not affiliated with, endorsed by, or sponsored by the IRS, the U.S. government, or any state tax agency. Government information shown in the app is for convenience only and links directly to the official sources below.

Official sources used in the app • Federal refund status (“Where’s My Refund?”) – https://www.irs.gov/refunds • IRS Forms & Publications – https://www.irs.gov/forms-instructions • IRS Transcripts (Get Transcript) – https://www.irs.gov/individuals/get-transcript • State refund status – Links in the app open the official state portals. Examples:   • California Franchise Tax Board (Refund) – https://webapp.ftb.ca.gov/refund/login   • New York State Dept. of Taxation & Finance (Refund) – https://www.tax.ny.gov/pit/file/refund.htm (Additional states open their corresponding .gov Department of Revenue pages.)

For Tax Professionals (web portal + mobile app)   • One secure workspace per client: upload/import, share, organize docs; messages and tasks in context.   • Smart checklists with due dates and auto-reminders to reduce chasing.   • Instant two-way file flow with clean mobile scans (auto-crop/flatten).   • Status at a glance: requested • received • missing.   • Work anywhere with a mirrored web portal and mobile app.

For Taxpayers (mobile app)   • Snap, capture, and upload W-2s, 1099s, and receipts—no scanner needed.   • Securely chat with your pro; questions and updates private and protect sensitive information.   • Share only what’s needed and revoke access anytime; personal document storage.   • Quick links to official IRS/state resources (refund status, forms).   • Find and connect with verified tax pros in your area—or invite your own.

Privacy & security We never claim to process returns or provide government services. Data is encrypted in transit and stored according to our privacy policy.

Note: For official guidance, filing, or refund information, always rely on the IRS and your state tax authorities.