Reason Financial and Tax – Secure Client Upload

Step 1) Provide your information.

Step 2) Drag or Browse for ALL of your files. 

We recommend that you combine all of your documents into a compressed file and upload the compressed file. This keeps everything together for us and helps ensure greater accuracy in making sure we received all of your documents. Click here to watch a brief video on creating a zip file.

Step 3) Click Upload to send your documents.

Looking for your documents? Access your Secure Portal here.

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