top of page

Securely Upload Your Documents

We have provided a tool for our clients that we are working with remotely. We use a secure file exchange web portal for you to upload your tax documents instead of using email which is not secure.

This is the safest, most convenient and secure way for us to keep your private and confidential information protected while maintaining efficiency. Simply upload pictures from your phone, PDFs, PNG or JPEG documents at your convenience.

Your access and files are always protected by industry-standard security measures. All transmissions are secure and files are encrypted while resting on the server. At all times, you can view and access your own documents. The portal is web-based and works with just about any browser, computer or smart phone. 

HOW DOES THIS WORK?

When you are ready to do your taxes simply click the upload now button below. If you need to schedule an appointment choose the appointment option on our homepage to see the available appointment times.

Please note that you don't have to have an appointment to do the virtual drop off of your documents. 

​Finally, if you have any questions and/or issues please contact us right away. 

bottom of page