Secure Document Upload

PLEASE READ BEFORE UPLOADING:

This page is intended for uploading additional documents AFTER you have already visited our office and submitted your initial tax information.

Please Follow These Guidelines Before Uploading:

• You may upload up to three (3) files per submission. Each file is linked to your name to ensure proper identification.
• If you need to upload more than three files, you may repeat the upload process once, allowing for a maximum of six (6) files in total. Please note that any additional files uploaded beyond this limit will not be saved.
• If you need to submit more than six files, we kindly ask that you combine your documents into fewer files before uploading. Alternatively, you may bring the additional documents directly to our office.
• This process helps us manage submissions efficiently and keep your costs low.
• When submitting medical or donation information, please do not upload individual receipts. Only upload summary pages.
• Additionally, include a brief summary of what you are uploading (e.g., “2 T4s, 3 T3s, 1 medical summary”) so we can confirm all intended documents are received.

Thank you for your attention to these guidelines.

If you are a returning client and would like to do the drop off all online, only to come into our office when your tax return is done, send us a Message entitled “Online Drop Off”  by clicking here. And please, do not upload any information at this time. Only after you receive our reply will uploads be retained. Thank you.