How To Upload Tax Documents to Client Center


Please follow these steps to upload all of your tax documents to your Document Vault on Client Center using your phone:

  1. Log onto Client Center here:
  2. When viewing the dashboard click on ‘Documents Needed’ and then ‘View Details’ under the ‘Income Tax’ section. Each tax document that we need will be listed here.
  3. Click on ‘Upload’ next to the tax document and then ‘Take a photo or video.’ If your picture clicks ok click on ‘Use Photo’ to upload the document to Client Center, or click on ‘Retake’ to try again.
  4. There will be a pop-up that says ‘Success’ once the upload is complete.

Please note that we should receive most of your tax documents by March 22nd, 2021 to be able to prepare your tax return. Receiving documents late may result in an extension being filed for you as we cannot guarantee that we can file your return by the April 15th, 2021 deadline.