Secure Document Upload
Upload your tax documents safely using our encrypted portal. Files go straight to your case file at The Accounting Doctor—no email attachments required.
What to Upload
Identity & Authorization
- Driver’s license (both sides)
- Social Security card (if available)
- Signed engagement/POA forms
IRS Notices
Any IRS/State letters, collections notices, CP/CP2000/CP14 letters, wage garnishment or levy notices
Income & Financials
- Recent pay stubs
- Prior-year tax returns
- Bank statements (last 3 months)
- 1099s/W-2s
- Profit & loss (if self-employed)
Not sure? Upload what you have—your case manager will guide you.
How It Works
STEP 1
1) Identify your case
Enter your name and (if you have it) your Case/Client ID so we can match files instantly.
STEP 2
2) Choose Files
Upload your files below, click “Choose Files” to select from your computer or phone.
- Accepts PDF, JPG/PNG images, DOCX
- Upload up to 6 files at once
- Each file can be up to 6 MB in size
- You’ll see each file listed as it uploads
Tip: If your file is larger than 6 MB, split it into parts (e.g., multiple PDFs) or compress it before uploading.
STEP 3
3) Submit
We’ll confirm receipt on screen and by email. Your case manager is notified automatically.
Security & Privacy
- 256-bit TLS encryption in transit
- Files stored in our secure case system
- Access limited to your case team
- We never sell or share your data
By submitting, you authorize The Accounting Doctor to attach these files to your case.