Client Experience: Document Request List

Your firm will provide an access link via email that you can use to upload documents that have been requested from your tax preparer. The document transfer is fully encrypted and safe to use. 

Please note:

Emails will come from 

Documents can be uploaded from a mobile device, laptop, desktop or tablet. 

  1. Click Upload File(s) to open the file request.
  2. Enter your email address.
  3. Select Verify.Client- Verify 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, then answer the question provided by your CPA.
  5. Click Authenticate. Client- Enter code or question.png
  6. Click the Message icon to view a message from your tax preparer. 
  7. Click Upload for each document listed.
    • This option will remain available so that multiple documents can be added per request. 
  8. Click Delete All to delete all uploaded documents for each item. 
  9. Click '+' to show all the documents uploaded for each request.
    • This will allow you to delete a specific document under the request. 
  10. Click Submit Request once all documents have been uploaded. 
    • If some documents are missing, the pop-up will advise you that not all documents are uploaded and you will not be able to make any further changes once you click finish.Client- Not all documents uploaded.png
  11. Click Finish

Client- Steps 6-11.png            


If you would like the option to upload more documents at a later time, simply close out of your browser tab. You will be able to use the same access link to re-authenticate and finish uploading documents. 

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