When you upload documents to the portal, please open your client folder and place your documents in the “From Client” folder.

If you choose to receive your completed tax return via the portal, you will receive an email notification when it is available.  The return will be found in the “From Preparer” folder.

Signed tax documents should be placed in “From Client” folder.

Documents are only retained in the portal for the current calendar year.  Be sure to download any files you wish to save for your records.

Creating PDF Files With a Smart Phone:

• Please make sure the document is flat and try to avoid shadows.

• Name your PDFs if possible. 

Please the secure portal to submit all documents necessary to complete your tax return.

Remember to to delete any tax documents off your phone if they can’t be stored securely.