Secure File Upload For Existing Clients
Send tax, accounting, bookkeeping, payroll, and other sensitive documents through our secure upload options below—not by email. Choose the option that matches what you’re sending, and we’ll route it to the right place.
E-File Consent (IRS Form 8879)
Tax Information Disclosure Authorization
- Office/Partner
Secure File Upload
Upload tax documents and other files securely to our general file box, or send directly to a specific team member.
Start your secure upload
Use General Upload to select the partner or other team member who should receive your documents. Choose Upload to a Team Member.
If a partner asked you to send files directly to them, choose Upload to a Partner to jump to the staff list below.
Upload to a Partner
If a partner asked you to send documents directly to them, choose their name below. This helps route your files to the right place faster.
Not sure who to pick? Use Start Secure Upload (General).
What you can upload here
- Tax documents: W‑2s, 1099s, K‑1s, 1098s, prior-year returns, estimated tax details
- Income & expense support: summaries, receipts, mileage logs, charitable giving records
- Business & bookkeeping files: bank/credit card statements, month-end reports, spreadsheets, clean-up questions
- QuickBooks support: reports (P&L / balance sheet), backup files, export files, error screenshots
- Payroll & notices: payroll summaries, agency notices/letters, filing confirmations
- Farm and agriculture records: income/expense summaries, depreciation details, land/equipment purchase or sale documents
- Nonprofit documents: financial reports, contribution summaries, board-ready reporting support items