Send documents securely
Upload tax documents, letters and statements here. They’re encrypted as they travel and while they’re stored, and only your preparer can open them.
Upload documents
Encrypted end to end
Check these before sending
Drag files here, or
PDF, JPG, PNG, HEIC, XLSX or CSV, up to 25 MB each.
Concept demo: files never leave your device.
Files received
Today
Your preparer gets a notice that files arrived. Nobody else can open them.
Within 2 business days
We check everything is readable and tell you if anything is missing.
Next
Track progress and sign your return in the client portal.
Never email us your Social Security number.
Here is exactly what happens to a document after you upload it, and who can see it.
You upload
From our secure upload page or the client portal.
TLS 1.3 in transit
Stored encrypted
Files sit in our client portal, hosted in US data centers.
AES-256 at rest
Only your team opens them
Your preparer and one reviewing partner. Every view is logged.
Multi-factor sign-in
Kept, then deleted
We keep records for seven years, then delete them for good.
7-year retention
We will never
- Ask for your Social Security number by email or text
- Call demanding immediate payment to the IRS
- Ask for your bank or portal password
- Send your return as an email attachment