Start Your Return Page

Use our secure portal to upload your tax documents safely and complete your return without an office visit.

All files are encrypted and transmitted through our protected system.

Before You Begin

Have the following ready:

• Your email address
• Your mobile number
• All tax documents
• A clear photo of your driver’s license (new clients)

 

Step-by-Step Upload Process

1. Click the upload link
Access your secure portal using the button below.

2. Enter your information
Use the same name, email, and phone number you used when requesting service.

3. Upload your documents
You can upload:

• PDF files
• Photos from your phone
• Scanned documents

4. Review and submit
Once finished, submit the upload — we’ll be notified instantly.

Using Your Phone

You can complete the entire process from your smartphone:

• Take photos of documents
• Upload directly from your camera
• No app required

 

After You Upload

Once your documents are received:

✔ We review your file
✔ We contact you if anything is missing
✔ Your return is prepared
✔ You receive your review copy for e-signature

 

Need Help?

If you’re unsure what to upload, send what you have — we will guide you through the rest.

Upload Your Tax Documents Securely

All uploads are encrypted and protected.