Secure Document Upload
Upload documents securely
Secure document upload is available to approved clients through the Client Portal. Files are stored privately with encryption in transit and at rest.
Client portal access required
To protect your information, document upload is only available to authenticated clients. Log in to your Client Portal to access your tax-year folders and upload documents.
Private storage
No public document URLs; signed temporary links only.
Organized folders
By tax year and document category.
Role-based access
Only you and your authorized team.