Your firm will provide a drop-off link you can use to securely upload and deliver documents to them. The document transfer is fully encrypted and safe to use.

1. Select the drop-off link provided by the firm.
   • This typically appears in their email signature.
2. Enter your Email address.
3. Enter your First Name.
4. Enter your Last Name.
5. Select the Remember Me checkbox to have your email address and name auto-populate the next time you use a drop-off link.
6. Select the Tax Year that the documents are associated with.
7. Ensure the document is being sent to the correct Recipient.
   • Select the Recipient field to select a different recipient.
8. Enter a Subject for the message.
9. Enter a Body for the message.
10. Select Attach Files to select the documents to upload.
11. Select Send to generate an access code.
12. Enter the access code sent to your email address (not required when uploading from the Client Portal).
13. Select Authenticate to send the documents to the firm.