Ready To Send Us Your Documents?


Did you gather your documents? If done, we have a few send options listed below.

Please review the options below and choose one that best suits your needs. If you are still uncertain and unclear, please contact us by phone or use our Contact Us Page so we can discuss and make other arrangements.

Option 1 – Secure Upload (Recommended)

Upload your documents

Our secure upload has the following advantages:

  1. Ease of use – You can quickly and easily send us copies of your documents. We accept all file types (pdf, jpg, docx, etc). Send us your files quickly and easily using a scanner or take a photo using your mobile phone.
  2. No delay to start your return – Because we receive your documents electronically, we will start your return immediately.
  3. Safe and Secure Upload – Highest available FTP 256-bit SSL encryption.
  4. Immediate review – We receive your documents immediately. We will review your documents and let you know within 24 – 48 hours whether we have all we need to successfully complete your returns.
  5. No Upload Limits – With secure upload, you can upload any file type, any size and any quantity.

 

Option 2 – Secure Email

Email your
documents


Our secure email has the following advantages:

  1. Ease of use – You can quickly and easily send us copies of your documents. We accept all file types (pdf, jpg, docx, etc). Send us your files quickly and easily using a scanner or take a photo using your mobile phone.
  2. No delay to start your return – Because we receive your documents electronically, we will start your return immediately.
  3. Safe and Secure Upload – Highest available FTP 256-bit SSL encryption.
  4. Immediate review – We receive your documents immediately. We will review your documents and let you know within 24 – 48 hours whether we have all we need to successfully complete your returns.
  5. Email Attachment Has Limits – As with most email attachments, there are size limits. Maximum attachment size limit is 25 MB.

 

Option 3 – Other Options

Depending on the size (volume/amount) of the documents you have to upload or email, or just your comfort level with the above two options, conventional options are still available, as follows:

  1. Regular Certified Mail – Send us you documents by certified mail with tracking and signature to address
  2. Pick-up – Within reasonable distance, we will arrange to pickup your documents
  3. Fax – You may also fax your documents

If you have not yet gathered your documents, or would like to complete the simple questionnaire, please use the buttons below.