​

Our document portal is a secure way for you to upload your documents, and download your completed tax return.

​

When you click to proceed, the portal will open in a new window.

​

When uploading multiple documents, please do them all in one upload.

​

Whenever possible, please send scans and images as PDF files, not JPGs.

​

If we have not yet set up an account for you, simply select the Guest Exchange "Upload" button and follow the onscreen instructions.