How Do I Get Started Again as a Returning Greenback Client?

Returning to Greenback is faster than starting fresh because your file, prior-year context, and relationship with your accountant are carried over.

Here’s what the returning-client flow looks like:

• Log in: Use the same Greenback portal login information you used last year. If you forgot your password, let us know!
• Accountant outreach: Your accountant reaches out when the new tax year opens, usually with a shorter, customized questionnaire that builds on what’s already in your file
• Upload new info: Anything new for the current year (W-2s, foreign income docs, FBAR account changes, life-event updates)
• New draft: Your accountant prepares the new return using the prior-year return as a starting point
• Review and file: Same portal flow for review, payment, and filing

By default, you’re paired back with the same accountant from last year, so you don’t have to re-explain your situation. Most returning clients tell us this is one of the things they value most about working with Greenback year over year.

If you’d like to confirm your accountant for the upcoming year, contact us.