Simplify Tax Season: Download 2023 Tax Documents Now – Secure, Easy and Online

You can now easily assist your clients by accessing and downloading their tax statements on their behalf if requested. Visit the Document section in your client’s profile at myprotective.com for quick access.

Clients can also download their documents directly from myaccount.protective.com. Help your clients stay connected to what’s important with MyAccount. Learn more about the benefits and share them with your clients by downloading our MyAccount consumer flyer.

MyAccount is simple to set up, with convenient and secure digital capabilities that make life easier for your clients. Plus, it takes some of the administrative work off your plate.