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    • Home
    • Pay Invoice
    • Client Tax Season Hub
    • Document Upload
    • Newsletters & Links
    • Resources
    • Contact
  • Home
  • Pay Invoice
  • Client Tax Season Hub
  • Document Upload
  • Newsletters & Links
  • Resources
  • Contact

Secure Document Upload

Important Upload Guidelines

  • Upload documents in PDF format whenever possible
  • Ensure documents are clear, full-size and easy to read
  • Avoid uploading duplicate documents
  • Label files clearly 
  • Fewer files are better - please combine multi-page documents into a single PDF rather than uploading each page separately
  • JPEG/JPG or PNG files may need to be re-submitted as PDFs
  • Documents that are too dark, blurry or too small to read or print clearly will need to be re-submitted

No account needed to send secure messages & files.  Upload & submit many files at once. 

SEND SECURE FILES & MESSAGES

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