Click here to securely Upload your documents

There are two options. Use the “Guest Exchange” for a simple upload. 

Or, login to your client portal. The portal allows you to send, receive and/or sign tax documents. Contact our office if you’d like an email link to setup your own client portal. 

Please note: You will not receive an immediate confirmation of a successful upload. We will email you within one business day to  confirm receipt of your documents.