For clients
Secure document upload
Send your tax documents safely in under a minute: no account, no password. Files go directly into our encrypted ShareFile system.
1.Review and agree
Read the short terms below and tick the box.
2.Enter your info
Your name and email, so we know whose documents these are.
3.Drag and drop
Add your files and click Upload. That's it: we take it from there.
What to send
W-2s, 1099s and brokerage statements, mortgage interest and property tax statements, K-1s, business income and expense records, and anything I've asked you for. New client? Please include a copy of your most recent tax return. PDFs and clear photos both work.
Security and terms
Your files never touch this website's server. The upload box is provided by ShareFile and sends your documents directly into our encrypted ShareFile system, where all client records are kept.
Please don't send tax documents by regular email. Email is not a secure channel for Social Security numbers or financial records; that's exactly why this page exists.
Uploads are reviewed during business hours, and you'll hear from us once your documents are filed with your records. Uploading documents does not by itself file a return or make us your preparer. Send only your own documents, or documents you're authorized to provide for someone else.
Quick tips: in the Company field, enter "Personal" if this isn't for a business. You can add several files at once before clicking Upload.
Trouble on a phone? Open the upload form on its own page (opens in a new tab), or call 239-488-4555 and we'll send you a direct secure upload link.