Secure documents
Send your documents safely
For your protection, we don’t collect Social Security numbers or photo IDs through this website. Instead, we send you a private, encrypted upload link by text or email so your sensitive documents stay secure.
How to send documents securely
Request your link
Tap below and we text you a secure upload link.
Upload securely
Add your W-2s, 1099s, ID, and prior return.
We take it from there
Your preparer reviews everything.
Please don’t email or text photos of Social Security cards or IDs directly, always use the secure link we send. We never sell your information. (Secure upload portal connects to our document system; ask our office if you need help.)