CrossBorderFilerPROFESSIONAL WORKSPACE
Development pilot · Parts I–IV are available for testing. Part III awaits further tax review; Part III Schedule C supports 2025 only. Independent tax review is required before production use.
Tax return preparation software only. We do not provide tax, accounting, or legal advice or guidance. You determine tax treatment and filing obligations and review all output. Service terms and limitations.
YOUR PRACTICE

Client returns

Designed for CPAs, enrolled agents (EAs), and other tax professionals. Prepare, review, and organize your Form 3520 returns.

—Returns in your workspace
—In preparation
—Reviewed

Return library

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Draft Form 3520

Two-step verification

Status: On. Two-step verification is required for every account. Sign-in asks for a code from your authenticator app.

Lost your phone? Sign in with one of your recovery codes. If you have lost both your phone and your recovery codes, contact us to reset it.