Two ways to upload your docs
Both methods are secure and go straight into our workflow. Choose what fits how you like to work.
Option 1:Most popular
Smart Online Organizer + File Upload
Answer simple questions and attach files as you go. The tool shows exactly what we need, and you can save progress and finish later. Best if you’re not sure which documents apply.
- Guided questions based on your answers
- Upload PDFs or phone photos as you proceed
- Auto checklist of what’s still needed
Tip: Have your IDs and key forms nearby (W-2s, 1099s, K-1s, 1098-T, etc.).
Option 2:
PDF Organizer Upload
Prefer to fill out a PDF and upload everything at once? Complete the organizer and send all files together. Great for experienced filers who already know what to provide.
- Fill out the PDF organizer to the best of your ability
- Upload PDFs or clear photos of your documents
- We’ll follow up only if anything’s missing
No printer? Call or text 763-497-7308 and we’ll mail you an organizer.
Rather drop off or mail instead? See instructions on our Drop-Off & Mail page.