Send Your Documents. Keep Your Service Moving.
Use the correct upload option for your tax, credit, business or bookkeeping service. Make sure documents are clear, complete and connected to the correct client.
Upload to the Correct Category.
Tax Documents
Use this option for documents related to tax preparation, refund quotes or tax-return review.
- W-2 forms
- 1099 forms
- Dependent documents
- Business income records
- Business expense records
- Other requested tax documents
Credit Documents
Use this option for credit reports, supporting records or documents requested for your credit review.
- Credit reports
- Account statements
- Supporting correspondence
- Identity verification, if requested
- Documents related to reporting concerns
- Other requested credit documents
Business Documents
Use this option for business consulting and financial organization records.
- Business bank statements
- Income records
- Expense records
- Financial statements
- Debt information
- Other requested business records
Bookkeeping Documents
Use this option for records connected to bookkeeping setup, cleanup or ongoing financial organization.
- Bank statements
- Credit card statements
- Sales records
- Expense records
- Invoices
- Payment processor reports
Do Not Use Regular Email for Sensitive Tax Documents.
Tax and financial records can contain sensitive personal information. The upload buttons on this sample page should be connected to a secure document-upload form or client portal before you use the page for live client documents.
When the secure upload system is connected, each button can send clients directly to the correct form or portal workflow.
Make Sure Your Files Are Ready.
Clear & Readable
Make sure names, numbers and document details can be read clearly.
Complete Document
Upload all pages when a form or statement contains multiple pages.
Correct Client
Only upload documents connected to your own service or authorized file.
Correct Category
Use the tax, credit, business or bookkeeping upload option that matches your service.
Keep Your Client Process Moving.
Now Check Your Next Step.
After your secure upload is completed, return to Client Resources to complete any remaining intake, appointment or status steps.