As a client, you may choose to upload electronic files and Form 1099s; and to download your completed tax returns.
We prefer Digital downloaded PDF DOC DOCX XLS XLSX QBM QBB QBW and manually scanned PDF for small items such as Form W-2.
Less desirable are JPG JPEG, cellphone pictures, apple.pages or anything compressed into something other than standard ZIP.
Your uploaded files are automatically encrypted and placed into a ZIP file.
When you download encrypted files, they are automatically unencrypted based on your email address, a password and a special temporary link that is needed to access the encrypted files.
Please contact us to learn how to upload your files.