1. Enter your email on the request page. If it matches an email we have on file, we'll send you a secure link.
2. Open the link from your inbox. It takes you to your Secure File Exchange portal.
3. From the portal, open your upload page and add your documents, a message, or both. On a phone, you can take photos of your paperwork.
4. Press Send securely. Your tax team is notified, and you get an email confirmation.
No sign-up and no password needed. It works on both your computer and your phone.
· A secure link from us always comes from [email protected]. Treat any other sender as not us.
· We only send one right after you request it. If one arrives that you didn't ask for, don't click it. Contact us instead.
· Each secure link works once and must be opened within 15 minutes. You can request a new one at any time.
· We will never ask you for a password. There are none to create or enter.
· Please don't send tax documents as email attachments. Use a secure link to send them instead. The message box is also safe for sensitive details such as account numbers.
· If you receive a suspicious email, don't click anything. Forward it to [email protected] or call our office.
Questions? Email [email protected]