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. All messages come from [e-mail].

Please note:

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

The Client Portal is not currently compatible with tablets or mobile devices. 

1. Click Upload File(s) to open the file request OR
2. Click Access Client Portal. 
   • See our Client Portal Experience article for more information.
3. Enter your email address.
4. Click Verify.
5. 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.
6. Click Authenticate.
7. Click the Message icon to view a message from your tax preparer. 
8. Click Upload for each document listed.
   • This option remains available so that multiple documents can be added per request. 
9. Click Delete All to delete all uploaded documents for each item. 
10. Click '+' to show all the documents uploaded for each request.
    • This will allow you to delete a specific document under the request. 
11. Click Submit Request once all documents have been uploaded. 
    • If some documents are missing, the pop-up warns you that not all documents are uploaded and you will not be able to make any further changes once you click finish.
12. Click Finish. 

          

Info

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