Client Document Upload Form
v2.007
Instructions for Uploading Documents
Please upload any documents related to your engagement with our firm.
Full Name
*
Enter the full name of the person submitting these documents.
Your Email Address
*
We will use this email to confirm receipt.
Client (if not you)
Optional — enter your client or account ID if you have one with our firm.
Which Partner are you with?
*
Arnie
Michael
Peter
Lucy
To whom (other than partner above) should we alert of this info coming in?
Phone Number
Optional — provide a phone number we can use if we need to clarify anything quickly.
Engagement / Service Type
*
Tax Return (Personal)
Tax Return (Corporate)
Tax Return (Trust)
Bookkeeping
Audit / Review
Advisory
Other
Please specify the service type
*
Select the service this upload relates to.
Document Date / Period End
Optional — provide the date or period the document relates to.
Documents
Document(s) Description
Upload Document(s)
*
🔒 End-to-end encrypted — your files are encrypted on your device before upload
Submit Documents