What Is This Upload Page?
Your accountant has requested documents from you. This page is your secure way to send them.
No account needed. You don't need to sign up or create a password. The link in your email is your access — keep it safe and don't share it publicly.
What you'll see:
- Document Checklist — the specific documents your accountant has requested
- Upload Documents — a general drop zone for uploading any file
- Already Uploaded — a list of what you've already sent
- Notes for your accountant — a free-text field for any messages or context
Privacy and security. Everything you upload is encrypted in transit and storage. Only you (via this link) and your accountant can see your documents.
Link expiry. Your link is time-limited (typically 30 days but check the email for specifics). If it expires, contact your accountant for a new one.