Client Experience: Download Documents

Your firm will provide an access link via email you can use to download documents sent to you. The document transfer is fully encrypted and safe to use. Email will be sent from

  1. Click View File(s) to open the secure exchange.
  2. Enter your email address. 
  3. Click VerifyVerify email.png
  4. Complete your authentication.
    • If you were sent an Access Code, check your email for the code.
    • If you were sent a Q&A question, answer the question provided by your CPA.
  5. Click AuthenticateEnter access code.png
  6. Click the Message icon to view the message from your tax preparer. 
  7. Click Download under the Action column for each document OR
  8. Click Download All to download all documents into a ZIP file. Download docs.png

You can close the webpage and access it again later by clicking the original link. 

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