Key Takeaways
- Access your mailbox dashboard from any device, anywhere
- View scanned images of mail envelopes as they arrive
- Request forwarding, scanning, or shredding with one click
- Track mail history and forwarding status in real-time
Accessing Your Dashboard
- Log in at yourtaxbase.com/dashboard
- Navigate to "My Mailbox" section
- View all incoming mail with scan images
Dashboard Features
Mail Inbox
- Envelope scans: See images of incoming mail
- Sender information: Identify mail at a glance
- Date received: Track when mail arrived
- Status: Pending, Forwarded, Scanned, Shredded
Mail Actions
| Action | Description | Plan |
|---|---|---|
| Forward | Ship to your current location | All plans |
| Open & Scan | View contents digitally | Tax Guardian+ |
| Shred | Securely destroy junk mail | All plans |
| Hold | Keep in storage | All plans |
Requesting Mail Forwarding
- Select mail items to forward
- Enter or confirm forwarding address
- Choose shipping speed (standard or priority)
- Confirm request
- Track package with provided tracking number
Save Addresses: Add multiple forwarding addresses (home, work, temporary locations) and quickly select the right one for each forwarding request.
Digital Scanning (Tax Guardian+)
Tax Guardian and Premium members can request mail be opened and scanned:
- Contents scanned at high resolution
- PDF delivered to your dashboard and email
- Original kept or shredded per your preference
- Perfect for time-sensitive documents while traveling
Email Notifications
Configure notifications in Settings:
- New mail arrival alerts
- Forwarding status updates
- Scan completion notifications
- Weekly digest summaries
Tips for Effective Use
- Check your dashboard weekly to avoid mail buildup
- Use shred for junk mail to keep inbox manageable
- Update forwarding address before traveling
- Download important scanned documents for your records
Need Help?
Contact support if you have questions about your virtual mailbox:
- Email: [email protected]
- Response within 24 hours (faster for Tax Guardian+)