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Documents

The secure portal is not connected.

A compliant tax-document provider would encrypt uploads, limit who can open them, and keep an access log. That provider is not wired up. This page does not accept files.

What this page will not do

  • No upload button, no email attachment instructions, and no place to type a Social Security number.
  • No claim that files are stored, scanned, or shared with a preparer.
  • No e-file. Filing stays off until an authorized provider is configured.

If you already work with the firm, wait for instructions that name the actual portal. Until then, keep W-2s and identity documents off this website.