Please Select Which Location You Wish to Send Files
Please use the links above for occasional documents that you wish to send us securely.
Please only send PDF files. Do not send pictures, jpegs or GIF's etc as we cannot process these file types thru our system.
For annual personal tax return data, we ask that you use the SafeSend organizer link that was sent to you via email.
The SafeSend Organizer link is designed to keep all of your tax documents together in your personal file.
If you do not have a link or you need to send multiple files please reach out to us and we can send a dedicated link to you.