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.)