APPOINTMENTS
| CLIENT PORTAL
From client to customer journey, we put you at the center of everything we do.
We strive to understand, anticipate, and meet your needs with a range of high quality services.
Collaboration without pretense is the way we conduct business everyday.
Schedule an appointment and see, step by step, how we maximize your results.
Featuring Client Xchange, upload or drop off your documents. Then relax while we do the work.
While you do the things
you enjoy; WE'LL do
your taxes!
We understand the art of service. Waddell&Associates' virtual tax offering is the perfect mix of expertise and convienence.
Anytime, anywhere, from any device with internet access.
Just like your computer. It's simple, obvious and quick.
Protection you need, peace of mind you deserve.
In just a few easy steps, we make the most of your time with CLIENT XCHANGE.
Schedule a
Client Xchange
appointment.
We'll send you instructions to access your personal client portal.
We'll guide you through the document collection process.
Upload your tax documents securely to your client portal.
Your returns are completed and uploaded to your client portal for review and approval before you choose how to pay. Welcome to the family!
