Secure File Transfer

Unified Document Upload

Send your tax and business documents to us securely from any device. Snap a photo or attach a file — everything arrives encrypted and routed straight to your preparer.

Encrypted upload

Photos or files, any device

All 50 states · 100% virtual

What to Send

IdentificationPhoto ID and Social Security or ITIN cards.

Income FormsW-2, 1099-NEC, 1099-MISC, 1099-K, 1099-INT/DIV, K-1.

Deduction Records1098 mortgage interest, 1098-T tuition, childcare, donations.

Health CoverageForm 1095-A, 1095-B, or 1095-C where applicable.

Business RecordsProfit & loss, expense receipts, mileage logs, bank statements.

Prior Year ReturnYour most recently filed federal and state returns.

Photos are fine — just make sure all four corners are visible, the text is in focus, and there is no glare across the numbers.

Upload Tips

Upload each document separately rather than combining unrelated forms into one file — it speeds up review considerably.

If a file fails to upload, it is usually size-related. Reduce the resolution or split a multi-page scan and try again.

Trouble Uploading?

Reach out and we will send you an alternate secure link.

[email protected]770-771-5854

Upload Your Documents

Send Files Securely

Add your details, attach your documents, and submit. You will receive an on-screen confirmation once the transfer completes.

Do not close this page until you see the confirmation message — large files can take a moment to finish uploading.

Not Filed Yet?

Start Your 2026 Return

If you have not completed your intake yet, begin there and we will tell you exactly which documents we need from you.

File Now→ Call 770-771-5854