Document Uploads

Google Drive™ - for our business clients

We use Google Drive to share documents and files with our business clients, as it comes standard with any Gmail account and is accessible on any device. We love it because it is secure, easy to use, searchable, downloadable, and free to our clients. Contact us to set up a shared Google Drive folder for your business. Unfamiliar with uploading documents? No problem. Drop off, email, or snail mail your documents to us; we will upload them and return them to you.

Personal Tax Documents

If you are unable to meet with us in person, you can securely upload your personal tax documents to a shared folder. MEGA uses end to end user encryption, so you know your privacy is protected and your documents are secure. Please contact us to set up a free shared folder. Next, please refer to our checklist for personal taxes to ensure nothing is overlooked. When you are ready, you can upload your tax documents to the shared, encrypted tax folder. Want to keep it old-school but can’t meet in person? No problem. You can email, fax, or snail-mail your tax documents to us.