Customer Support
Tax Filing Document Intake form template
A secure intake flow that collects a client's filing details, dependents, and supporting documents for a tax preparer. Identity verification and an engagement authorization keep the engagement compliant.
Encrypted uploadLicensed preparers
What’s in the box
Secure document upload
Submit W-2s, 1099s, and receipts through encrypted upload.
Verified client
Email OTP confirms your identity before documents are shared.
Authorized engagement
Sign the preparation engagement so we can file on your behalf.
Perfect for
- Individual tax returns
- Self-employed filings
- Joint returns
- Amended-return intake
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Start with Tax Filing Document Intake, ship today
Free forever for up to 1,000 submissions a month. No credit card.
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