Secure Upload
Securely upload your documents
We collect your tax documents through a secure, encrypted Dropbox upload. Fill out the form and you'll get your own private upload link - files go straight to our secure folder, and nothing is ever stored on this website.
How it works
- 1Fill out the short form below to request secure upload access.
- 2We'll email you your own private, secure upload link.
- 3Open the link and drop your files in - no account or password needed.
What to have ready
- Photo ID (driver's license or passport)
- Prior-year tax return
- W-2s and 1099s (income)
- 1098s (mortgage/student loan interest)
- Investment & brokerage statements
- Business income & expense records
- Receipts for deductions/credits
- Any IRS or state notices received
Request secure upload access
Share a few details and we'll email you your own private, secure upload link.
Already have a link from us? Just open it - no login needed - and upload your files.
Uploads are encrypted in transit and at rest via Dropbox. Please do not email tax documents - always use the secure upload.
Your documents go directly to a private, encrypted Dropbox folder. This website never stores your files, and your upload is not visible to anyone else.