Document Portal Access
Your financial information is sensitive. Learn how to safely and securely share your tax documents with our team.
Your Data is Protected
We use bank-level encryption and secure portals to safeguard your personal and financial information at every step.
Ways to Share Your Documents
Choose the method that works best for you. We strongly recommend the secure portal for maximum protection.
Secure Client Portal Upload
The safest way to share documents is through our encrypted client portal. Upload W-2s, 1099s, receipts, and prior-year returns directly to your secure account.
Encrypted Email
If you need to email sensitive documents, use our encrypted email channel. Contact us first so we can set up a secure thread for your transmission.
In-Person or Phone
Prefer not to send documents online? Drop them off at our office or call us to arrange a secure alternative. We're happy to walk you through every step.
Documents We May Need
Here's a quick reference of common documents you may be asked to share.
Security Best Practices
Follow these guidelines to keep your information safe when sharing documents.
Never send documents containing Social Security numbers or financial details via standard, unencrypted email.
If uploading through the portal, ensure your files are complete and clearly labeled with your name.
Password-protect any documents sent via email, and share the password separately by phone.
Shred or securely delete any temporary digital copies you made after uploading.
Keep originals of all tax documents in a safe, accessible place for at least three years.
Securely Upload Your Documents
Fill out the form below and upload your files. Your information is encrypted and securely transmitted to our team.